Apcm Wealth Management For Individuals Schwab Strategic Tr Us Broad M Transaction History

Apcm Wealth Management For Individuals

  • $753 Million
  • Q3 2025

A detailed history of Apcm Wealth Management For Individuals transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 13,821 shares of SCHB stock, worth $356,858. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,821
Previous 16,314 15.28%
Holding current value
$356,858
Previous $388,000 8.51%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 31, 2025
SELL
$23.82 - $25.84 $59,383 - $64,419
-2,493 Reduced 15.28%
13,821 $355,000
Q2 2025

Jul 29, 2025
SELL
$19.1 - $23.83 $38,467 - $47,993
-2,014 Reduced 10.99%
16,314 $388,000
Q1 2025

May 01, 2025
SELL
$21.23 - $23.75 $67,362 - $75,358
-3,173 Reduced 14.76%
18,328 $394,000
Q4 2024

Jan 29, 2025
BUY
$22.01 - $66.82 $309,988 - $941,092
14,084 Added 189.89%
21,501 $488,000
Q3 2024

Nov 04, 2024
SELL
$59.93 - $66.52 $20,496 - $22,749
-342 Reduced 4.41%
7,417 $493,000
Q2 2024

Jul 22, 2024
SELL
$57.57 - $63.3 $13,528 - $14,875
-235 Reduced 2.94%
7,759 $487,000
Q1 2024

Apr 18, 2024
SELL
$54.61 - $61.05 $39,810 - $44,505
-729 Reduced 8.36%
7,994 $488,000
Q4 2023

Jan 16, 2024
SELL
$47.61 - $55.91 $34,993 - $41,093
-735 Reduced 7.77%
8,723 $485,000
Q3 2023

Oct 31, 2023
SELL
$49.59 - $53.57 $199,103 - $215,083
-4,015 Reduced 29.8%
9,458 $471,000
Q2 2023

Jul 28, 2023
SELL
$47.08 - $51.7 $3.72 Million - $4.09 Million
-79,111 Reduced 85.45%
13,473 $696,000
Q1 2023

May 09, 2023
SELL
$44.47 - $49.23 $93,609 - $103,629
-2,105 Reduced 2.22%
92,584 $4.43 Million
Q4 2022

Feb 01, 2023
SELL
$41.94 - $47.81 $71,969 - $82,041
-1,716 Reduced 1.78%
94,689 $4.24 Million
Q3 2022

Oct 21, 2022
BUY
$41.99 - $50.63 $282,004 - $340,031
6,716 Added 7.49%
96,405 $4.05 Million
Q2 2022

Jul 15, 2022
SELL
$42.93 - $53.98 $8,156 - $10,256
-190 Reduced 0.21%
89,689 $3.96 Million
Q1 2022

Apr 11, 2022
BUY
$49.15 - $56.85 $2.21 Million - $2.56 Million
45,050 Added 100.49%
89,879 $4.8 Million
Q4 2021

Jan 19, 2022
BUY
$51.87 - $56.86 $89,372 - $97,969
1,723 Added 4.0%
44,829 $5.07 Million
Q3 2021

Oct 21, 2021
BUY
$51.32 - $54.83 $121,115 - $129,398
2,360 Added 5.79%
43,106 $4.48 Million
Q2 2021

Jul 13, 2021
BUY
$48.92 - $52.14 $124,794 - $133,009
2,551 Added 6.68%
40,746 $4.25 Million
Q1 2021

Apr 13, 2021
SELL
$44.89 - $48.81 $35,373 - $38,462
-788 Reduced 2.02%
38,195 $3.69 Million
Q4 2020

Jan 12, 2021
BUY
$39.03 - $45.5 $70,449 - $82,127
1,805 Added 4.86%
38,983 $3.55 Million
Q3 2020

Oct 06, 2020
BUY
$36.93 - $42.52 $36,745 - $42,307
995 Added 2.75%
37,178 $2.96 Million
Q2 2020

Aug 14, 2020
BUY
$28.84 - $38.49 $27,686 - $36,950
960 Added 2.73%
36,183 $2.66 Million
Q1 2020

May 15, 2020
BUY
$26.18 - $40.44 $68,355 - $105,588
2,611 Added 8.01%
35,223 $0
Q4 2019

Feb 11, 2020
BUY
$34.47 - $38.58 $1.12 Million - $1.26 Million
32,612 New
32,612 $2.51 Million
Q3 2019

Nov 18, 2019
SELL
$35.32 - $36.13 $3.24 Million - $3.31 Million
-91,668 Closed
0 $0
Q1 2019

May 16, 2019
BUY
N/A
6,089 Added 7.12%
91,668 $6.24 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-1,165 Reduced 1.34%
85,579 $5.13 Million
Q3 2018

Nov 15, 2018
BUY
N/A
3,905 Added 4.71%
86,744 $6.11 Million
Q2 2018

Aug 15, 2018
BUY
N/A
2,824 Added 3.53%
82,839 $5.47 Million
Q1 2018

May 16, 2018
SELL
N/A
-4,519 Reduced 5.35%
80,015 $5.1 Million
Q4 2017

Feb 16, 2018
BUY
N/A
84,534
84,534 $5.45 Million

Others Institutions Holding SCHB

# of Institutions
1,394
Shares Held
496M
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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