Barnes Wealth Management Group, Inc Schwab Strategic Tr Us Broad M Transaction History

Barnes Wealth Management Group, Inc

  • $182 Billion
  • Q3 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 17,339 shares of SCHB stock, worth $447,692. This represents 0.25% of its overall portfolio holdings.

Number of Shares
17,339
Previous 17,338 0.01%
Holding current value
$447,692
Previous $413 Million 7.89%
% of portfolio
0.25%
Previous 0.24%

Shares

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

Nov 14, 2025
BUY
$23.82 - $25.84 $23 - $25
1 Added 0.01%
17,339 $446 Million
Q2 2025

Aug 27, 2025
BUY
$19.1 - $23.83 $859 - $1,072
45 Added 0.26%
17,338 $413 Million
Q1 2025

May 14, 2025
BUY
$21.23 - $23.75 $84,920 - $95,000
4,000 Added 30.09%
17,293 $372 Million
Q4 2024

May 12, 2025
BUY
$22.01 - $66.82 $292,578 - $888,238
13,293 New
13,293 $302 Million

Others Institutions Holding SCHB

# of Institutions
1,387
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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