Councilmark Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Councilmark Asset Management, LLC

  • $174 Billion
  • Q3 2025

A detailed history of Councilmark Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Councilmark Asset Management, LLC holds 10,500 shares of SCHB stock, worth $271,110. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,500
Previous 13,290 20.99%
Holding current value
$271,110
Previous $317 Million 14.76%
% of portfolio
0.15%
Previous 0.2%

Shares

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

Nov 05, 2025
SELL
$23.82 - $25.84 $66,457 - $72,093
-2,790 Reduced 20.99%
10,500 $270 Million
Q4 2024

Feb 10, 2025
BUY
$22.01 - $66.82 $195,008 - $592,025
8,860 Added 200.0%
13,290 $302 Million
Q1 2024

May 09, 2024
BUY
$54.61 - $61.05 $241,922 - $270,451
4,430 New
4,430 $270 Million

Others Institutions Holding SCHB

# of Institutions
1,387
Shares Held
494M
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
  • Industry ETFs
More about SCHB
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