Axos Invest Inc. Schwab Strategic Tr Us Broad M Transaction History

Axos Invest Inc.

$136 Billion
Q4 2025

A detailed history of Axos Invest Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Axos Invest Inc. holds 93,359 shares of SCHB stock, worth $2.41 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

93,359

Previous 127,576 26.82%

Holding current value

$2.41 Million

Previous $3.28 Billion 25.34%

% of portfolio

1.8%

Previous 2.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$25.2 - $26.46 $862,268 - $905,381	-34,217 Reduced 26.82%	93,359 $2.45 Billion
Q3 2025 Oct 16, 2025	SELL	$23.82 - $25.84 $758,690 - $823,029	-31,851 Reduced 19.98%	127,576 $3.28 Billion
Q2 2025 Jul 23, 2025	SELL	$19.1 - $23.83 $127,874 - $159,541	-6,695 Reduced 4.03%	159,427 $3.8 Billion
Q1 2025 Apr 22, 2025	BUY	$21.23 - $23.75 $115,937 - $129,698	5,461 Added 3.4%	166,122 $3.58 Billion
Q4 2024 Jan 28, 2025	BUY	$22.01 - $66.82 $1.86 Million - $5.66 Million	84,684 Added 111.46%	160,661 $3.65 Billion

Q3 2024 Nov 08, 2024	BUY	$59.93 - $66.52 $4.55 Million - $5.05 Million	75,977 New	75,977 $5.05 Billion

Others Institutions Holding SCHB

# of Institutions

1,393

Shares Held

496M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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