Ethos Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Ethos Financial Group, LLC

$1.1 Billion
Q3 2025

A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ethos Financial Group, LLC holds 2,072,181 shares of SCHB stock, worth $53.5 Million. This represents 4.83% of its overall portfolio holdings.

Number of Shares

2,072,181

Previous 2,059,938 0.59%

Holding current value

$53.5 Million

Previous $49.1 Million 8.53%

% of portfolio

4.83%

Previous 4.88%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$23.82 - $25.84 $291,628 - $316,359	12,243 Added 0.59%	2,072,181 $53.3 Million
Q2 2025 Aug 06, 2025	BUY	$19.1 - $23.83 $3.64 Million - $4.54 Million	190,620 Added 10.2%	2,059,938 $49.1 Million
Q1 2025 May 13, 2025	SELL	$21.23 - $23.75 $35,093 - $39,258	-1,653 Reduced 0.09%	1,869,318 $40.2 Million
Q4 2024 Feb 06, 2025	BUY	$22.01 - $66.82 $28.2 Million - $85.7 Million	1,282,079 Added 217.71%	1,870,971 $42.5 Million
Q3 2024 Nov 07, 2024	BUY	$59.93 - $66.52 $838,480 - $930,681	13,991 Added 2.43%	588,892 $39.2 Million

Q2 2024 Aug 12, 2024	BUY	$57.57 - $63.3 $1.05 Million - $1.16 Million	18,287 Added 3.29%	574,901 $36.3 Million
Q1 2024 May 08, 2024	BUY	$54.61 - $61.05 $374,133 - $418,253	6,851 Added 1.25%	556,614 $34.1 Million
Q4 2023 Feb 07, 2024	BUY	$47.61 - $55.91 $4.13 Million - $4.85 Million	86,729 Added 18.73%	549,763 $30.6 Million
Q3 2023 Nov 13, 2023	BUY	$49.59 - $53.57 $3.98 Million - $4.3 Million	80,310 Added 20.98%	463,034 $23.1 Million
Q1 2023 Apr 20, 2023	BUY	$44.47 - $49.23 $2.87 Million - $3.18 Million	64,497 Added 20.27%	382,724 $18.3 Million
Q4 2022 Feb 09, 2023	BUY	$41.94 - $47.81 $13.3 Million - $15.2 Million	318,227 New	318,227 $14.3 Billion

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Ethos Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History