Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
320K+ 13.03% |
$8.06M - $8.47M
|
2.78M
$71.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
132K+ 710.39% |
$3.34M - $3.5M
|
151K
$3.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
105KNew |
$2.65M - $2.78M
|
105K
$2.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
63.5K+ 2.63% |
$1.6M - $1.68M
|
2.48M
$64.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
61.2KNew |
$1.54M - $1.62M
|
61.2K
$1.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
60.7K+ 87.23% |
$1.53M - $1.61M
|
130K
$3.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
32.4KNew |
$817K - $858K
|
32.4K
$837K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
24.1K+ 14.3% |
$608K - $638K
|
193K
$4.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
21.7KNew |
$548K - $575K
|
21.7K
$561K
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
18.6KNew |
$467K - $491K
|
18.6K
$479K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
17KNew |
$429K - $451K
|
17K
$440K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
16K+ 12.55% |
$403K - $423K
|
143K
$3.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
15.4K+ 1.74% |
$388K - $408K
|
903K
$23.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.2K+ 7.35% |
$332K - $348K
|
192K
$4.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
13KNew |
$328K - $344K
|
13K
$336K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.6K+ 1.78% |
$292K - $306K
|
662K
$17.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.8KNew |
$272K - $285K
|
10.8K
$278K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
10.1K+ 1.76% |
$255K - $268K
|
586K
$15.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
9.63K+ 4.18% |
$243K - $255K
|
240K
$6.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.31K+ 66.38% |
$235K - $246K
|
23.3K
$603K
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
8.92KNew |
$225K - $236K
|
8.92K
$230K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.39K+ 41.17% |
$211K - $222K
|
28.8K
$742K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.83KNew |
$197K - $207K
|
7.83K
$202K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.72KNew |
$195K - $204K
|
7.72K
$199K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
7.69K+ 0.72% |
$194K - $204K
|
1.08M
$27.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.33K+ 1.34% |
$159K - $167K
|
478K
$12.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.54K+ 1.11% |
$140K - $147K
|
503K
$13M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.62K+ 34.29% |
$116K - $122K
|
18.1K
$467K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.08K+ 4.88% |
$103K - $108K
|
87.6K
$2.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.8K+ 13.66% |
$95.7K - $100K
|
31.6K
$815K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.4K+ 2.9% |
$85.7K - $90K
|
121K
$3.11M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.37K+ 8.03% |
$84.8K - $89.1K
|
45.3K
$1.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.89K+ 28.57% |
$72.8K - $76.4K
|
13K
$336K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
2.45KNew |
$61.8K - $64.9K
|
2.45K
$63.3K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.01K+ 4.75% |
$50.7K - $53.3K
|
44.4K
$1.15M
|
|
|
Jan 14, 2026
Q4 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.5K+ 4.15% |
$37.9K - $39.8K
|
37.7K
$974K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.34K+ 1.32% |
$33.7K - $35.4K
|
103K
$2.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
1.05K+ 25.19% |
$26.3K - $27.7K
|
5.19K
$134K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
936+ 0.78% |
$23.6K - $24.8K
|
121K
$3.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
793+ 2.33% |
$20K - $21K
|
34.8K
$899K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
731+ 5.1% |
$18.4K - $19.3K
|
15.1K
$389K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
664+ 4.32% |
$16.7K - $17.6K
|
16K
$414K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
663+ 4.87% |
$16.7K - $17.5K
|
14.3K
$368K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
615+ 0.21% |
$15.5K - $16.3K
|
299K
$7.73M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
576+ 0.43% |
$14.5K - $15.2K
|
136K
$3.51M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
570New |
$14.4K - $15.1K
|
570
$14.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
471+ 0.05% |
$11.9K - $12.5K
|
884K
$22.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
400+ 4.22% |
$10.1K - $10.6K
|
9.88K
$255K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
363+ 3.89% |
$9.15K - $9.6K
|
9.71K
$251K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
146+ 0.36% |
$3.68K - $3.86K
|
40.3K
$1.04M
|
|