Everett Harris & CO Schwab Strategic Tr Us Broad M Transaction History

Everett Harris & CO

$8 Billion
Q3 2025

A detailed history of Everett Harris & CO transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Everett Harris & CO holds 18,085 shares of SCHB stock, worth $466,954. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,085

Previous 21,465 15.75%

Holding current value

$466,954

Previous $511,000 9.2%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$23.82 - $25.84 $80,511 - $87,339	-3,380 Reduced 15.75%	18,085 $464,000
Q2 2025 Aug 08, 2025	SELL	$19.1 - $23.83 $4,966 - $6,195	-260 Reduced 1.2%	21,465 $511,000
Q1 2025 May 12, 2025	SELL	$21.23 - $23.75 $2,123 - $2,375	-100 Reduced 0.46%	21,725 $467,000
Q4 2024 Jan 23, 2025	BUY	$22.01 - $66.82 $343,906 - $1.04 Million	15,625 Added 252.02%	21,825 $495,000
Q3 2024 Oct 18, 2024	BUY	$59.93 - $66.52 $1,797 - $1,995	30 Added 0.49%	6,200 $412,000

Q2 2024 Aug 01, 2024	BUY	$57.57 - $63.3 $93,263 - $102,546	1,620 Added 35.6%	6,170 $387,000
Q1 2024 Apr 19, 2024	BUY	$54.61 - $61.05 $40,957 - $45,787	750 Added 19.74%	4,550 $277,000
Q4 2023 Jan 18, 2024	BUY	$47.61 - $55.91 $180,918 - $212,458	3,800 New	3,800 $211,000

Others Institutions Holding SCHB

# of Institutions

1,376

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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Everett Harris & CO Schwab Strategic Tr Us Broad M Transaction History