Boston Premier Wealth LLC Schwab Strategic Tr Us Broad M Transaction History

Boston Premier Wealth LLC

  • $201 Billion
  • Q3 2025

A detailed history of Boston Premier Wealth LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Boston Premier Wealth LLC holds 12,680 shares of SCHB stock, worth $327,397. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,680
Previous 12,643 0.29%
Holding current value
$327,397
Previous $301 Million 8.2%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Oct 27, 2025
BUY
$23.82 - $25.84 $881 - $956
37 Added 0.29%
12,680 $326 Million
Q2 2025

Jul 15, 2025
SELL
$19.1 - $23.83 $7,143 - $8,912
-374 Reduced 2.87%
12,643 $301 Million
Q1 2025

Apr 21, 2025
BUY
$21.23 - $23.75 $827 - $926
39 Added 0.3%
13,017 $280 Million
Q4 2024

Jan 29, 2025
BUY
$22.01 - $66.82 $285,645 - $867,189
12,978 New
12,978 $295 Million

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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