Strategic Wealth Partners, Ltd. Schwab Strategic Tr Us Broad M Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 62,856 shares of SCHB stock, worth $1.62 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
62,856
Previous 48 130850.0%
Holding current value
$1.62 Million
Previous $1,000 161500.0%
% of portfolio
0.14%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$23.82 - $25.84 $1.5 Million - $1.62 Million
62,808 Added 130850.0%
62,856 $1.62 Million
Q2 2025

Aug 11, 2025
BUY
$19.1 - $23.83 $916 - $1,143
48 New
48 $1,000
Q3 2018

Dec 06, 2018
SELL
N/A
-123 Closed
0 $0
Q2 2018

Sep 04, 2018
BUY
N/A
123 New
123 $8,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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