Addison Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Addison Advisors LLC

  • $376 Million
  • Q3 2025

A detailed history of Addison Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Addison Advisors LLC holds 564 shares of SCHB stock, worth $14,562. This represents 0.0% of its overall portfolio holdings.

Number of Shares
564
Previous 2,364 76.14%
Holding current value
$14,562
Previous $56,000 75.0%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Nov 07, 2025
SELL
$23.82 - $25.84 $42,876 - $46,512
-1,800 Reduced 76.14%
564 $14,000
Q2 2025

Aug 07, 2025
BUY
$19.1 - $23.83 $34,380 - $42,894
1,800 Added 319.15%
2,364 $56,000
Q1 2025

May 12, 2025
BUY
$21.23 - $23.75 $6,114 - $6,840
288 Added 104.35%
564 $12,000
Q4 2024

Feb 04, 2025
BUY
$22.01 - $66.82 $4,049 - $12,294
184 Added 200.0%
276 $6,000
Q1 2024

May 06, 2024
SELL
$54.61 - $61.05 $4,914 - $5,494
-90 Reduced 49.45%
92 $5,000
Q4 2023

Feb 02, 2024
BUY
$47.61 - $55.91 $8,665 - $10,175
182 New
182 $10,000

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
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More about SCHB
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