Boltwood Capital Management Schwab Strategic Tr Us Broad M Transaction History

Boltwood Capital Management

  • $393 Million
  • Q4 2025

A detailed history of Boltwood Capital Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Boltwood Capital Management holds 103,306 shares of SCHB stock, worth $2.67 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
103,306
Previous 105,750 2.31%
Holding current value
$2.67 Million
Previous $2.72 Million 1.88%
% of portfolio
0.68%
Previous 0.73%

Shares

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

Jan 02, 2026
SELL
$25.2 - $26.46 $61,588 - $64,668
-2,444 Reduced 2.31%
103,306 $2.67 Million
Q3 2025

Oct 06, 2025
SELL
$23.82 - $25.84 $76,581 - $83,075
-3,215 Reduced 2.95%
105,750 $2.72 Million
Q2 2025

Jul 08, 2025
BUY
$19.1 - $23.83 $51,665 - $64,460
2,705 Added 2.55%
108,965 $2.6 Million
Q1 2025

Apr 10, 2025
SELL
$21.23 - $23.75 $56,556 - $63,270
-2,664 Reduced 2.45%
106,260 $2.28 Million
Q4 2024

Jan 06, 2025
BUY
$22.01 - $66.82 $1.57 Million - $4.76 Million
71,251 Added 189.13%
108,924 $2.47 Million
Q3 2024

Oct 02, 2024
SELL
$59.93 - $66.52 $384,870 - $427,191
-6,422 Reduced 14.56%
37,673 $2.51 Million
Q2 2024

Jul 08, 2024
SELL
$57.57 - $63.3 $46,919 - $51,589
-815 Reduced 1.81%
44,095 $2.77 Million
Q1 2024

Apr 04, 2024
SELL
$54.61 - $61.05 $148,812 - $166,361
-2,725 Reduced 5.72%
44,910 $2.74 Million
Q4 2023

Jan 05, 2024
SELL
$47.61 - $55.91 $84,364 - $99,072
-1,772 Reduced 3.59%
47,635 $2.65 Million
Q3 2023

Oct 10, 2023
SELL
$49.59 - $53.57 $183,235 - $197,941
-3,695 Reduced 6.96%
49,407 $2.46 Million
Q2 2023

Jul 06, 2023
SELL
$47.08 - $51.7 $245,239 - $269,305
-5,209 Reduced 8.93%
53,102 $2.75 Million
Q1 2023

Apr 03, 2023
SELL
$44.47 - $49.23 $80,268 - $88,860
-1,805 Reduced 3.0%
58,311 $2.79 Million
Q4 2022

Jan 06, 2023
SELL
$41.94 - $47.81 $135,801 - $154,808
-3,238 Reduced 5.11%
60,116 $0
Q3 2022

Oct 04, 2022
SELL
$41.99 - $50.63 $350,154 - $422,203
-8,339 Reduced 11.63%
63,354 $2.66 Million
Q2 2022

Jul 07, 2022
SELL
$42.93 - $53.98 $210,314 - $264,448
-4,899 Reduced 6.4%
71,693 $3.17 Million
Q1 2022

Apr 20, 2022
BUY
$49.15 - $56.85 $1.79 Million - $2.07 Million
36,493 Added 91.01%
76,592 $4.09 Million
Q4 2021

Jan 10, 2022
SELL
$51.87 - $56.86 $113,595 - $124,523
-2,190 Reduced 5.18%
40,099 $4.53 Million
Q3 2021

Oct 08, 2021
SELL
$51.32 - $54.83 $155,807 - $166,463
-3,036 Reduced 6.7%
42,289 $4.39 Million
Q2 2021

Jul 06, 2021
SELL
$48.92 - $52.14 $26,906 - $28,677
-550 Reduced 1.2%
45,325 $4.73 Million
Q1 2021

Apr 05, 2021
BUY
$44.89 - $48.81 $125,602 - $136,570
2,798 Added 6.5%
45,875 $4.44 Million
Q4 2020

Jan 04, 2021
SELL
$39.03 - $45.5 $25,681 - $29,939
-658 Reduced 1.5%
43,077 $3.92 Million
Q3 2020

Oct 05, 2020
SELL
$36.93 - $42.52 $10,488 - $12,075
-284 Reduced 0.65%
43,735 $3.48 Million
Q2 2020

Jul 02, 2020
SELL
$28.84 - $38.49 $29,186 - $38,951
-1,012 Reduced 2.25%
44,019 $3.23 Million
Q1 2020

Apr 07, 2020
BUY
$26.18 - $40.44 $29,819 - $46,061
1,139 Added 2.6%
45,031 $2.72 Million
Q4 2019

Jan 07, 2020
BUY
$34.47 - $38.58 $19,372 - $21,681
562 Added 1.3%
43,892 $3.37 Million
Q3 2019

Oct 02, 2019
BUY
$35.32 - $36.13 $59,655 - $61,023
1,689 Added 4.06%
43,330 $3.08 Million
Q2 2019

Jul 01, 2019
SELL
N/A
-957 Reduced 2.25%
41,641 $2.94 Million
Q1 2019

Apr 02, 2019
SELL
N/A
-8,487 Reduced 16.61%
42,598 $2.9 Million
Q4 2018

Jan 07, 2019
SELL
N/A
-7,829 Reduced 13.29%
51,085 $3.06 Million
Q3 2018

Oct 10, 2018
BUY
N/A
9,758 Added 19.85%
58,914 $4.15 Million
Q2 2018

Jul 06, 2018
BUY
N/A
1,052 Added 2.19%
49,156 $3.24 Million
Q1 2018

Apr 05, 2018
BUY
N/A
3,372 Added 7.54%
48,104 $3.07 Million
Q4 2017

Jan 10, 2018
BUY
N/A
620 Added 1.41%
44,732 $2.89 Million
Q3 2017

Oct 10, 2017
BUY
N/A
44,112
44,112 $2.69 Million

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

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