Advisor Os, LLC Schwab Strategic Tr Us Broad M Transaction History

Advisor Os, LLC

$1.07 Billion
Q3 2025

A detailed history of Advisor Os, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Advisor Os, LLC holds 26,649 shares of SCHB stock, worth $688,077. This represents 0.06% of its overall portfolio holdings.

Number of Shares

26,649

Previous 19,333 37.84%

Holding current value

$688,077

Previous $460,000 48.91%

% of portfolio

0.06%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$23.82 - $25.84 $174,267 - $189,045	7,316 Added 37.84%	26,649 $685,000
Q2 2025 Aug 14, 2025	SELL	$19.1 - $23.83 $1,795 - $2,240	-94 Reduced 0.48%	19,333 $460,000
Q1 2025 May 06, 2025	SELL	$21.23 - $23.75 $1,931 - $2,161	-91 Reduced 0.47%	19,427 $418,000
Q4 2024 Feb 04, 2025	BUY	$22.01 - $66.82 $341,463 - $1.04 Million	15,514 Added 387.46%	19,518 $443,000
Q3 2024 Nov 04, 2024	BUY	$59.93 - $66.52 $34,639 - $38,448	578 Added 16.87%	4,004 $266,000

Q2 2024 Aug 05, 2024	BUY	$57.57 - $63.3 $197,234 - $216,865	3,426 New	3,426 $215,000

Others Institutions Holding SCHB

# of Institutions

1,377

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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