Accredited Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025

A detailed history of Accredited Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 269,003 shares of SCHB stock, worth $6.95 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
269,003
Previous 15,692 1614.27%
Holding current value
$6.95 Million
Previous $374 Million 7.93%
% of portfolio
0.3%
Previous 0.3%

Shares

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

Nov 12, 2025
BUY
$23.82 - $25.84 $6.03 Million - $6.55 Million
253,311 Added 1614.27%
269,003 $404 Million
Q2 2025

Aug 12, 2025
SELL
$19.1 - $23.83 $19,940 - $24,878
-1,044 Reduced 6.24%
15,692 $374 Million
Q1 2025

May 14, 2025
SELL
$21.23 - $23.75 $10,890 - $12,183
-513 Reduced 2.97%
16,736 $360 Million
Q4 2024

Feb 14, 2025
BUY
$22.01 - $66.82 $379,650 - $1.15 Million
17,249 New
17,249 $392 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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