Aletheian Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Aletheian Wealth Advisors LLC

$206 Million
Q3 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 25,862 shares of SCHB stock, worth $667,756. This represents 0.32% of its overall portfolio holdings.

Number of Shares

25,862

Previous 25,860 0.01%

Holding current value

$667,756

Previous $616,000 7.79%

% of portfolio

0.32%

Previous 0.32%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$23.82 - $25.84 $47 - $51	2 Added 0.01%	25,862 $664,000
Q2 2025 Jul 07, 2025	BUY	$19.1 - $23.83 $57 - $71	3 Added 0.01%	25,860 $616,000
Q1 2025 Apr 08, 2025	SELL	$21.23 - $23.75 $78,296 - $87,590	-3,688 Reduced 12.48%	25,857 $554,000
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $433,552 - $1.32 Million	19,698 Added 200.04%	29,545 $670,000
Q3 2024 Oct 25, 2024	SELL	$59.93 - $66.52 $74,133 - $82,285	-1,237 Reduced 11.16%	9,847 $655,000

Q2 2024 Jul 26, 2024	SELL	$57.57 - $63.3 $16,983 - $18,673	-295 Reduced 2.59%	11,084 $696,000
Q4 2023 Jan 05, 2024	BUY	$47.61 - $55.91 $761 - $894	16 Added 0.14%	11,379 $633,000
Q3 2023 Oct 04, 2023	BUY	$49.59 - $53.57 $743 - $803	15 Added 0.13%	11,363 $566,000
Q2 2023 Jul 13, 2023	BUY	$47.08 - $51.7 $612 - $672	13 Added 0.11%	11,348 $586,000
Q1 2023 May 11, 2023	BUY	$44.47 - $49.23 $933 - $1,033	21 Added 0.19%	11,335 $542,000
Q4 2022 Jan 17, 2023	BUY	$41.94 - $47.81 $754 - $860	18 Added 0.16%	11,314 $0
Q3 2022 Oct 14, 2022	BUY	$41.99 - $50.63 $713 - $860	17 Added 0.15%	11,296 $474,000
Q2 2022 Jul 11, 2022	BUY	$42.93 - $53.98 $772 - $971	18 Added 0.16%	11,279 $498,000
Q1 2022 Apr 18, 2022	BUY	$49.15 - $56.85 $246,683 - $285,330	5,019 Added 80.41%	11,261 $601,000
Q4 2021 Apr 12, 2022	BUY	$51.87 - $56.86 $323,772 - $354,920	6,242 New	6,242 $705,000

Others Institutions Holding SCHB

# of Institutions

1,386

Shares Held

493M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aletheian Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.

Account

Aletheian Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History