Breakthru Advisory Services, LLC SCHWAB STRATEGIC TR Transaction History

Breakthru Advisory Services, LLC

  • $156 Billion
  • Q4 2025
Number of Shares
229,327
Previous 203,219 12.85%
Holding current value
$6.06 Billion
Previous $5.43 Billion 11.54%
% of portfolio
3.87%
Previous 3.58%

Shares

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

Jan 12, 2026
BUY
N/A
26,108 Added 12.85%
229,327 $6.06 Billion
Q3 2025

Oct 09, 2025
BUY
N/A
203,219 New
203,219 $5.43 Billion
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