Bip Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Bip Wealth, LLC

$2.64 Billion
Q4 2025

A detailed history of Bip Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bip Wealth, LLC holds 25,428 shares of SCHB stock, worth $656,550. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,428

Previous 13,664 86.09%

Holding current value

$656,550

Previous $351,000 86.89%

% of portfolio

0.02%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$25.2 - $26.46 $296,452 - $311,275	11,764 Added 86.09%	25,428 $656,000
Q3 2025 Oct 30, 2025	BUY	$23.82 - $25.84 $71 - $77	3 Added 0.02%	13,664 $351,000
Q2 2025 Jul 31, 2025	BUY	$19.1 - $23.83 $38 - $47	2 Added 0.01%	13,661 $326 Million
Q1 2025 May 02, 2025	BUY	$21.23 - $23.75 $18,300 - $20,472	862 Added 6.74%	13,659 $294 Million
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $187,789 - $570,108	8,532 Added 200.05%	12,797 $290 Million

Q3 2024 Nov 07, 2024	BUY	$59.93 - $66.52 $1,198 - $1,330	20 Added 0.47%	4,265 $284 Million
Q2 2024 Aug 08, 2024	SELL	$57.57 - $63.3 $4,951 - $5,443	-86 Reduced 1.99%	4,245 $267 Million
Q1 2024 May 08, 2024	BUY	$54.61 - $61.05 $5,351 - $5,982	98 Added 2.32%	4,331 $264 Million
Q4 2023 Feb 02, 2024	BUY	$47.61 - $55.91 $3,142 - $3,690	66 Added 1.58%	4,233 $236 Million
Q3 2023 Nov 09, 2023	BUY	$49.59 - $53.57 $206,641 - $223,226	4,167 New	4,167 $208 Million

Others Institutions Holding SCHB

# of Institutions

1,399

Shares Held

495M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Account