Elser Financial Planning, Inc Schwab Strategic Tr Us Broad M Transaction History

Elser Financial Planning, Inc

$83 Billion
Q3 2025

A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Elser Financial Planning, Inc holds 105,347 shares of SCHB stock, worth $2.72 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares

105,347

Previous 108,325 2.75%

Holding current value

$2.72 Million

Previous $2.58 Billion 5.41%

% of portfolio

3.28%

Previous 3.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$23.82 - $25.84 $70,935 - $76,951	-2,978 Reduced 2.75%	105,347 $2.72 Billion
Q2 2025 Jul 21, 2025	BUY	$19.1 - $23.83 $92,195 - $115,027	4,827 Added 4.66%	108,325 $2.58 Billion
Q2 2025 Jul 17, 2025	SELL	$19.1 - $23.83 $21,563 - $26,904	-1,129 Reduced 1.08%	103,498 $2.48 Billion
Q1 2025 Apr 21, 2025	SELL	$21.23 - $23.75 $5,732 - $6,412	-270 Reduced 0.26%	104,627 $2.25 Billion
Q4 2024 Jan 28, 2025	BUY	$22.01 - $66.82 $1.49 Million - $4.51 Million	67,560 Added 180.95%	104,897 $2.38 Billion

Q3 2024 Oct 17, 2024	SELL	$59.93 - $66.52 $113,267 - $125,722	-1,890 Reduced 4.82%	37,337 $2.48 Billion
Q2 2024 Jul 22, 2024	BUY	$57.57 - $63.3 $2.26 Million - $2.48 Million	39,227 New	39,227 $2.47 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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Elser Financial Planning, Inc Schwab Strategic Tr Us Broad M Transaction History