Edge Financial Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Edge Financial Advisors LLC

  • $223 Billion
  • Q3 2025

A detailed history of Edge Financial Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Edge Financial Advisors LLC holds 27,645 shares of SCHB stock, worth $713,793. This represents 0.32% of its overall portfolio holdings.

Number of Shares
27,645
Previous 27,790 0.52%
Holding current value
$713,793
Previous $662 Million 7.37%
% of portfolio
0.32%
Previous 0.35%

Shares

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

Oct 31, 2025
SELL
$23.82 - $25.84 $3,453 - $3,746
-145 Reduced 0.52%
27,645 $711 Million
Q2 2025

Jul 23, 2025
BUY
$19.1 - $23.83 $530,789 - $662,235
27,790 New
27,790 $662 Million

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
  • Industry ETFs
More about SCHB
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