Blue Stem Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Blue Stem Wealth Partners, LLC

  • $873 Billion
  • Q3 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 39,847 shares of SCHB stock, worth $1.03 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
39,847
Previous 40,782 2.29%
Holding current value
$1.03 Million
Previous $972 Million 5.41%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 12, 2025
SELL
$23.82 - $25.84 $22,271 - $24,160
-935 Reduced 2.29%
39,847 $1.02 Billion
Q2 2025

Aug 12, 2025
SELL
$19.1 - $23.83 $66,200 - $82,594
-3,466 Reduced 7.83%
40,782 $972 Million
Q1 2025

May 07, 2025
SELL
$21.23 - $23.75 $40,252 - $45,030
-1,896 Reduced 4.11%
44,248 $953 Million
Q4 2024

Feb 05, 2025
BUY
$22.01 - $66.82 $1.02 Million - $3.08 Million
46,144 New
46,144 $1.05 Billion

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
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
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More about SCHB
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