Burt Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Burt Wealth Advisors

$399 Million
Q3 2025

A detailed history of Burt Wealth Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Burt Wealth Advisors holds 11,551 shares of SCHB stock, worth $298,246. This represents 0.07% of its overall portfolio holdings.

Number of Shares

11,551

Previous 11,550 0.01%

Holding current value

$298,246

Previous $275,000 7.64%

% of portfolio

0.07%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$23.82 - $25.84 $23 - $25	1 Added 0.01%	11,551 $296,000
Q2 2025 Jul 09, 2025	BUY	$19.1 - $23.83 $1,948 - $2,430	102 Added 0.89%	11,550 $275,000
Q4 2024 Feb 06, 2025	BUY	$22.01 - $66.82 $156,997 - $476,627	7,133 Added 165.31%	11,448 $259,000
Q3 2024 Oct 31, 2024	SELL	$59.93 - $66.52 $90,973 - $100,977	-1,518 Reduced 26.02%	4,315 $287,000
Q2 2024 Jul 16, 2024	SELL	$57.57 - $63.3 $14,219 - $15,635	-247 Reduced 4.06%	5,833 $366,000

Q1 2024 Apr 18, 2024	BUY	$54.61 - $61.05 $16,164 - $18,070	296 Added 5.12%	6,080 $371,000
Q3 2023 Oct 11, 2023	BUY	$49.59 - $53.57 $198 - $214	4 Added 0.07%	5,784 $288,000
Q1 2023 Apr 13, 2023	BUY	$44.47 - $49.23 $7,559 - $8,369	170 Added 3.03%	5,780 $276,000
Q1 2022 Apr 19, 2022	BUY	$49.15 - $56.85 $137,865 - $159,464	2,805 Added 100.0%	5,610 $300,000
Q4 2021 Jan 13, 2022	BUY	$51.87 - $56.86 $1,089 - $1,194	21 Added 0.75%	2,805 $317,000
Q3 2018 Oct 30, 2018	BUY	N/A	210 Added 8.16%	2,784 $196,000
Q3 2017 Nov 09, 2017	SELL	N/A	-192 Reduced 6.94%	2,574 $157,000
Q2 2017 Aug 07, 2017	BUY	N/A	2,766	2,766 $161,000

Others Institutions Holding SCHB

# of Institutions

1,379

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Burt Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History