Sherman Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Sherman Wealth Management LLC

  • $100 Billion
  • Q4 2025

A detailed history of Sherman Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sherman Wealth Management LLC holds 8,920 shares of SCHB stock, worth $230,314. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,920
Holding current value
$230,314
% of portfolio
0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$25.2 - $26.46 $3,124 - $3,281
-124 Reduced 1.39%
8,796 $231 Million
Q4 2025

Jan 13, 2026
BUY
$25.2 - $26.46 $224,784 - $236,023
8,920 New
8,920 $229 Million

Others Institutions Holding SCHB

# of Institutions
1,386
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
Track This Portfolio

Track Sherman Wealth Management LLC Portfolio

Follow Sherman Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sherman Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sherman Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email