Hamilton Point Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Hamilton Point Investment Advisors, LLC

  • $634 Million
  • Q3 2025

A detailed history of Hamilton Point Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 25,067 shares of SCHB stock, worth $647,229. This represents 0.1% of its overall portfolio holdings.

Number of Shares
25,067
Previous 5,601 347.55%
Holding current value
$647,229
Previous $133,000 384.21%
% of portfolio
0.1%
Previous 0.02%

Shares

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

Oct 20, 2025
BUY
$23.82 - $25.84 $463,680 - $503,001
19,466 Added 347.55%
25,067 $644,000
Q4 2024

Jan 23, 2025
BUY
$22.01 - $66.82 $82,185 - $249,505
3,734 Added 200.0%
5,601 $127,000
Q4 2023

Jan 30, 2024
BUY
$47.61 - $55.91 $88,887 - $104,383
1,867 New
1,867 $103,000

Others Institutions Holding SCHB

# of Institutions
1,377
Shares Held
501M
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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