Econ Financial Services Corp Schwab Strategic Tr Us Broad M Transaction History

Econ Financial Services Corp

  • $193 Million
  • Q4 2025

A detailed history of Econ Financial Services Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Econ Financial Services Corp holds 26,356 shares of SCHB stock, worth $680,511. This represents 0.35% of its overall portfolio holdings.

Number of Shares
26,356
Previous 28,126 6.29%
Holding current value
$680,511
Previous $723,000 5.95%
% of portfolio
0.35%
Previous 0.39%

Shares

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

Jan 15, 2026
SELL
$25.2 - $26.46 $44,604 - $46,834
-1,770 Reduced 6.29%
26,356 $680,000
Q3 2025

Oct 21, 2025
SELL
$23.82 - $25.84 $13,315 - $14,444
-559 Reduced 1.95%
28,126 $723,000
Q2 2025

Aug 04, 2025
SELL
$19.1 - $23.83 $51,359 - $64,078
-2,689 Reduced 8.57%
28,685 $683,000
Q1 2025

Apr 23, 2025
SELL
$21.23 - $23.75 $94,282 - $105,473
-4,441 Reduced 12.4%
31,374 $675,000
Q4 2024

Jan 27, 2025
BUY
$22.01 - $66.82 $492,099 - $1.49 Million
22,358 Added 166.14%
35,815 $813,000
Q3 2024

Oct 18, 2024
BUY
$59.93 - $66.52 $7,311 - $8,115
122 Added 0.91%
13,457 $895,000
Q2 2024

Aug 12, 2024
BUY
$57.57 - $63.3 $22,797 - $25,066
396 Added 3.06%
13,335 $838,000
Q1 2024

May 15, 2024
SELL
$54.61 - $61.05 $64,767 - $72,405
-1,186 Reduced 8.4%
12,939 $789,000
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $672,491 - $789,728
14,125 New
14,125 $786,000
Q2 2022

Jul 19, 2022
BUY
$42.93 - $53.98 $4.43 Million - $5.56 Million
103,080 New
103,080 $4.56 Million
Q4 2021

Jan 26, 2022
SELL
$51.87 - $56.86 $1.05 Million - $1.15 Million
-20,172 Closed
0 $0
Q2 2019

Aug 08, 2019
BUY
N/A
20,172 New
20,172 $1.42 Million
Q1 2019

May 08, 2019
SELL
N/A
-44,442 Closed
0 $0
Q4 2018

Feb 07, 2019
BUY
N/A
44,442 New
44,442 $2.66 Million

Others Institutions Holding SCHB

# of Institutions
1,394
Shares Held
495M
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
Track This Portfolio

Track Econ Financial Services Corp Portfolio

Follow Econ Financial Services Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Econ Financial Services Corp, based on Form 13F filings with the SEC.

News

Stay updated on Econ Financial Services Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email