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

Aberdeen Wealth Management LLC

$152 Million
Q3 2025

A detailed history of Aberdeen Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aberdeen Wealth Management LLC holds 1,777 shares of SCHB stock, worth $45,882. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,777

Previous 1,775 0.11%

Holding current value

$45,882

Previous $42,000 7.14%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$23.82 - $25.84 $47 - $51	2 Added 0.11%	1,777 $45,000
Q2 2025 Aug 14, 2025	BUY	$19.1 - $23.83 $38 - $47	2 Added 0.11%	1,775 $42,000
Q1 2025 May 16, 2025	BUY	$21.23 - $23.75 $2,972 - $3,325	140 Added 8.57%	1,773 $38,000
Q4 2024 Feb 21, 2025	BUY	$22.01 - $66.82 $23,968 - $72,766	1,089 Added 200.18%	1,633 $37,000
Q3 2024 Nov 08, 2024	BUY	$59.93 - $66.52 $11,626 - $12,904	194 Added 55.43%	544 $36,000

Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $8,601 - $9,948	175 Added 100.0%	350 $19,000
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $9,077 - $9,950	175 New	175 $20,000
Q2 2021 Jul 23, 2021	SELL	$48.92 - $52.14 $8,561 - $9,124	-175 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$39.03 - $45.5 $6,830 - $7,962	175 New	175 $16,000

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