Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr Us Broad M (SCHB)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Broad M (SCHB) during Q3 2025. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US BROAD M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
9.22M+ 51082.42% |
$220M - $238M
|
9.24M
$239M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.88M+ 2253.73% |
$92.4M - $100M
|
4.05M
$105M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.37MNew |
$32.7M - $35.5M
|
1.37M
$35.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.32M+ 10.04% |
$31.5M - $34.1M
|
14.5M
$374M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.23M+ 422.67% |
$29.3M - $31.7M
|
1.52M
$39.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
725K+ 415.46% |
$17.3M - $18.7M
|
900K
$23.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
595K+ 25.61% |
$14.2M - $15.4M
|
2.92M
$75.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
498KNew |
$11.9M - $12.9M
|
498K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
432K+ 35.03% |
$10.3M - $11.2M
|
1.67M
$43M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
427KNew |
$10.2M - $11M
|
427K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
415K+ 211.76% |
$9.89M - $10.7M
|
611K
$15.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
407K+ 8.73% |
$9.7M - $10.5M
|
5.07M
$131M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
272K+ 720.53% |
$6.48M - $7.03M
|
310K
$8M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
253K+ 1614.27% |
$6.03M - $6.55M
|
269K
$6.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
246K+ 48.32% |
$5.86M - $6.36M
|
756K
$19.5M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
209KNew |
$4.98M - $5.4M
|
209K
$5.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
198K+ 16.24% |
$4.71M - $5.11M
|
1.41M
$36.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
198K+ 3.04% |
$4.71M - $5.1M
|
6.69M
$173M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
195K+ 8.64% |
$4.65M - $5.05M
|
2.46M
$63.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
192K+ 6.0% |
$4.57M - $4.95M
|
3.39M
$87.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
173K+ 8.19% |
$4.12M - $4.47M
|
2.29M
$59M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172K+ 65.43% |
$4.1M - $4.45M
|
435K
$11.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
171KNew |
$4.08M - $4.42M
|
171K
$4.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
167KNew |
$3.98M - $4.32M
|
167K
$4.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
160K+ 23.23% |
$3.82M - $4.15M
|
851K
$22M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
159K+ 45.05% |
$3.78M - $4.1M
|
511K
$13.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
151KNew |
$3.6M - $3.91M
|
151K
$3.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
149K+ 2.5% |
$3.55M - $3.85M
|
6.1M
$158M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
147K+ 15.87% |
$3.49M - $3.79M
|
1.07M
$27.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
138K+ 5.42% |
$3.29M - $3.57M
|
2.68M
$69.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
121K+ 11.02% |
$2.88M - $3.12M
|
1.22M
$31.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
121K+ 19.0% |
$2.88M - $3.12M
|
756K
$19.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
119K+ 4.29% |
$2.84M - $3.08M
|
2.89M
$74.7M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
115K+ 10.34% |
$2.73M - $2.97M
|
1.23M
$31.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
108K+ 1.69% |
$2.57M - $2.79M
|
6.51M
$168M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
105K+ 87.6% |
$2.5M - $2.72M
|
225K
$5.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
97.3K+ 7.27% |
$2.32M - $2.52M
|
1.44M
$37.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
92.8K+ 9.22% |
$2.21M - $2.4M
|
1.1M
$28.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
85.4K+ 1.37% |
$2.03M - $2.21M
|
6.33M
$164M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
82.5K+ 14.53% |
$1.97M - $2.13M
|
651K
$16.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.2K+ 17.96% |
$1.96M - $2.12M
|
539K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
81.4K+ 11.74% |
$1.94M - $2.1M
|
774K
$20M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
80.9K+ 6.12% |
$1.93M - $2.09M
|
1.4M
$36.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
79.9K+ 33.04% |
$1.9M - $2.06M
|
322K
$8.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77.3K+ 8.38% |
$1.84M - $2M
|
999K
$25.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
73.1K+ 60.51% |
$1.74M - $1.89M
|
194K
$5.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
72.7K+ 1.72% |
$1.73M - $1.88M
|
4.29M
$111M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
72.3K+ 34.04% |
$1.72M - $1.87M
|
285K
$7.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
71.7K+ 31.81% |
$1.71M - $1.85M
|
297K
$7.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
71.6K+ 18.48% |
$1.7M - $1.85M
|
459K
$11.8M
|
|