Ashford Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Ashford Advisors, LLC

  • $450 Million
  • Q4 2025

A detailed history of Ashford Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ashford Advisors, LLC holds 577,324 shares of SCHB stock, worth $14.9 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares
577,324
Previous 596,984 3.29%
Holding current value
$14.9 Million
Previous $15.3 Million 2.88%
% of portfolio
3.31%
Previous 3.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$25.2 - $26.46 $495,432 - $520,203
-19,660 Reduced 3.29%
577,324 $14.9 Million
Q3 2025

Nov 03, 2025
SELL
$23.82 - $25.84 $3.54 Million - $3.84 Million
-148,560 Reduced 19.93%
596,984 $15.3 Million
Q1 2025

Apr 24, 2025
SELL
$21.23 - $23.75 $280,320 - $313,595
-13,204 Reduced 1.74%
745,544 $16.1 Million
Q4 2024

Feb 03, 2025
BUY
$22.01 - $66.82 $11 Million - $33.5 Million
502,026 Added 195.55%
758,748 $17.2 Million
Q1 2024

Apr 26, 2024
SELL
$54.61 - $61.05 $693,110 - $774,846
-12,692 Reduced 4.71%
256,722 $15.7 Million
Q4 2023

Jan 30, 2024
SELL
$47.61 - $55.91 $58,560 - $68,769
-1,230 Reduced 0.45%
269,414 $15 Million
Q1 2023

Feb 12, 2024
BUY
$44.47 - $49.23 $54,698 - $60,552
1,230 Added 0.46%
270,644 $13 Million
Q4 2022

Feb 12, 2024
BUY
$41.94 - $47.81 $51,586 - $58,806
1,230 Added 0.46%
270,644 $12.1 Million
Q1 2022

Apr 28, 2022
BUY
$49.15 - $56.85 $6.65 Million - $7.69 Million
135,322 Added 100.0%
270,644 $14.5 Million
Q4 2020

May 11, 2021
BUY
$39.03 - $45.5 $5.28 Million - $6.16 Million
135,322 New
135,322 $12.3 Million

Others Institutions Holding SCHB

# of Institutions
1,394
Shares Held
495M
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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