Brightwater Advisory LLC Schwab Strategic Tr Us Broad M Transaction History

Brightwater Advisory LLC

  • $146 Billion
  • Q3 2025

A detailed history of Brightwater Advisory LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Brightwater Advisory LLC holds 327,186 shares of SCHB stock, worth $8.45 Million. This represents 5.78% of its overall portfolio holdings.

Number of Shares
327,186
Previous 342,201 4.39%
Holding current value
$8.45 Million
Previous $8.15 Billion 3.16%
% of portfolio
5.78%
Previous 5.86%

Shares

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

Nov 07, 2025
SELL
$23.82 - $25.84 $357,657 - $387,987
-15,015 Reduced 4.39%
327,186 $8.41 Billion
Q2 2025

Aug 12, 2025
BUY
$19.1 - $23.83 $1.72 Million - $2.14 Million
90,006 Added 35.69%
342,201 $8.15 Billion
Q1 2025

May 12, 2025
BUY
$21.23 - $23.75 $255,587 - $285,926
12,039 Added 5.01%
252,195 $5.43 Billion
Q4 2024

Feb 04, 2025
BUY
$22.01 - $66.82 $3.38 Million - $10.3 Million
153,457 Added 177.0%
240,156 $5.45 Billion
Q3 2024

Oct 08, 2024
SELL
$59.93 - $66.52 $54,895 - $60,932
-916 Reduced 1.05%
86,699 $5.77 Billion
Q2 2024

Sep 10, 2024
BUY
$57.57 - $63.3 $5.04 Million - $5.55 Million
87,615 New
87,615 $5.51 Billion
Q1 2024

Oct 02, 2024
SELL
$54.61 - $61.05 $201,510 - $225,274
-3,690 Reduced 4.21%
83,925 $5.12 Billion
Q4 2023

Dec 03, 2024
SELL
$47.61 - $55.91 $174,109 - $204,462
-3,657 Reduced 4.22%
83,042 $4.62 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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