Biltmore Family Office, LLC Schwab Strategic Tr Us Broad M Transaction History

Biltmore Family Office, LLC

$678 Million
Q3 2025

A detailed history of Biltmore Family Office, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Biltmore Family Office, LLC holds 7,521 shares of SCHB stock, worth $194,192. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,521

Previous 6,750 11.42%

Holding current value

$194,192

Previous $160,000 20.63%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$23.82 - $25.84 $18,365 - $19,922	771 Added 11.42%	7,521 $193,000
Q4 2024 Feb 12, 2025	BUY	$22.01 - $66.82 $99,045 - $300,689	4,500 Added 200.0%	6,750 $153,000
Q3 2023 Nov 14, 2023	BUY	$49.59 - $53.57 $111,577 - $120,532	2,250 New	2,250 $112,000
Q1 2023 May 12, 2023	BUY	$44.47 - $49.23 $101,969 - $112,884	2,293 Added 101.91%	4,543 $217,000
Q4 2022 Feb 07, 2023	BUY	$41.94 - $47.81 $94,365 - $107,572	2,250 New	2,250 $100,000

Q3 2020 Nov 12, 2020	SELL	$36.93 - $42.52 $41,546 - $47,835	-1,125 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$34.47 - $38.58 $12,926 - $14,467	-375 Reduced 25.0%	1,125 $86,000
Q2 2019 Jul 31, 2019	BUY	N/A	1,500 New	1,500 $106,000

Others Institutions Holding SCHB

# of Institutions

1,378

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Biltmore Family Office, LLC Schwab Strategic Tr Us Broad M Transaction History