Fonville Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Fonville Wealth Management LLC

  • $444 Billion
  • Q3 2025

A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fonville Wealth Management LLC holds 58,915 shares of SCHB stock, worth $1.52 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
58,915
Previous 61,136 3.63%
Holding current value
$1.52 Million
Previous $1.46 Billion 3.97%
% of portfolio
0.34%
Previous 0.37%

Shares

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

Oct 27, 2025
SELL
$23.82 - $25.84 $52,904 - $57,390
-2,221 Reduced 3.63%
58,915 $1.51 Billion
Q2 2025

Aug 07, 2025
SELL
$19.1 - $23.83 $9,569 - $11,938
-501 Reduced 0.81%
61,136 $1.46 Billion
Q1 2025

Apr 30, 2025
SELL
$21.23 - $23.75 $44,901 - $50,231
-2,115 Reduced 3.32%
61,637 $1.31 Billion
Q4 2024

Jan 28, 2025
BUY
$22.01 - $66.82 $927,721 - $2.82 Million
42,150 Added 195.12%
63,752 $1.45 Billion
Q3 2024

Oct 28, 2024
SELL
$59.93 - $66.52 $50,940 - $56,542
-850 Reduced 3.79%
21,602 $1.44 Billion
Q2 2024

Jul 30, 2024
SELL
$57.57 - $63.3 $20,437 - $22,471
-355 Reduced 1.56%
22,452 $1.42 Billion
Q1 2024

Apr 26, 2024
SELL
$54.61 - $61.05 $5,734 - $6,410
-105 Reduced 0.46%
22,807 $1.39 Billion
Q4 2023

Jan 31, 2024
BUY
$47.61 - $55.91 $1.09 Million - $1.28 Million
22,912 New
22,912 $1.28 Billion

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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