Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Glass Jacobson Investment Advisors LLC

  • $277 Billion
  • Q3 2025

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 966 shares of SCHB stock, worth $24,942. This represents 0.01% of its overall portfolio holdings.

Number of Shares
966
Previous 950 1.68%
Holding current value
$24,942
Previous $22.6 Million 9.66%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2025
BUY
$23.82 - $25.84 $381 - $413
16 Added 1.68%
966 $24.8 Million
Q2 2025

Jul 31, 2025
SELL
$19.1 - $23.83 $1.14 Million - $1.42 Million
-59,463 Reduced 98.43%
950 $22.6 Million
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $886,518 - $2.69 Million
40,278 Added 200.04%
60,413 $1.37 Billion
Q3 2024

Nov 15, 2024
BUY
$59.93 - $66.52 $190,697 - $211,666
3,182 Added 18.77%
20,135 $1.34 Billion
Q2 2024

Aug 12, 2024
BUY
$57.57 - $63.3 $20,667 - $22,724
359 Added 2.16%
16,953 $1.07 Billion
Q1 2024

Apr 26, 2024
BUY
$54.61 - $61.05 $68,371 - $76,434
1,252 Added 8.16%
16,594 $1.01 Billion
Q4 2023

Jan 22, 2024
BUY
$47.61 - $55.91 $135,926 - $159,623
2,855 Added 22.86%
15,342 $854 Million
Q3 2023

Nov 07, 2023
BUY
$49.59 - $53.57 $198 - $214
4 Added 0.03%
12,487 $622 Million
Q2 2023

Jul 25, 2023
BUY
$47.08 - $51.7 $10,404 - $11,425
221 Added 1.8%
12,483 $645 Million
Q4 2022

Feb 06, 2023
BUY
$41.94 - $47.81 $514,268 - $586,246
12,262 New
12,262 $549 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
Track This Portfolio

Track Glass Jacobson Investment Advisors LLC Portfolio

Follow Glass Jacobson Investment Advisors LLC 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 Glass Jacobson Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Glass Jacobson Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email