49 Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

49 Wealth Management, LLC

$1.06 Trillion
Q3 2025

A detailed history of 49 Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, 49 Wealth Management, LLC holds 9,897 shares of SCHB stock, worth $255,540. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,897

Previous 10,759 8.01%

Holding current value

$255,540

Previous $256 Million 0.76%

% of portfolio

0.02%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$23.82 - $25.84 $20,532 - $22,274	-862 Reduced 8.01%	9,897 $254 Million
Q2 2025 Aug 07, 2025	BUY	$19.1 - $23.83 $17,763 - $22,161	930 Added 9.46%	10,759 $256 Million
Q1 2025 Apr 30, 2025	SELL	$21.23 - $23.75 $26,516 - $29,663	-1,249 Reduced 11.27%	9,829 $212 Million
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $167,430 - $508,299	7,607 Added 219.16%	11,078 $251 Million
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $14,982 - $16,630	250 Added 7.76%	3,471 $231 Million

Q2 2024 Jul 30, 2024	BUY	$57.57 - $63.3 $185,432 - $203,889	3,221 New	3,221 $203 Million

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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49 Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History