Advisors Capital Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Advisors Capital Management, LLC

  • $7.61 Billion
  • Q3 2025

A detailed history of Advisors Capital Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Advisors Capital Management, LLC holds 11,997 shares of SCHB stock, worth $309,762. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,997
Previous 12,718 5.67%
Holding current value
$309,762
Previous $303,000 1.65%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2025
SELL
$23.82 - $25.84 $17,174 - $18,630
-721 Reduced 5.67%
11,997 $308,000
Q2 2025

Aug 08, 2025
BUY
$19.1 - $23.83 $9,053 - $11,295
474 Added 3.87%
12,718 $303,000
Q1 2025

May 27, 2025
SELL
$21.23 - $23.75 $28,129 - $31,468
-1,325 Reduced 9.76%
12,244 $263,000
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $199,102 - $604,453
9,046 Added 200.0%
13,569 $308,000
Q1 2024

May 06, 2024
SELL
$54.61 - $61.05 $8,191 - $9,157
-150 Reduced 3.21%
4,523 $276,000
Q4 2023

Feb 14, 2024
BUY
$47.61 - $55.91 $222,481 - $261,267
4,673 New
4,673 $260,000

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
  • Sector ETFs
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More about SCHB
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