Horizon Investment Services, LLC Schwab Strategic Tr Us Broad M Transaction History

Horizon Investment Services, LLC

$262 Million
Q3 2025

A detailed history of Horizon Investment Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Horizon Investment Services, LLC holds 29,330 shares of SCHB stock, worth $757,300. This represents 0.29% of its overall portfolio holdings.

Number of Shares

29,330

Previous 29,162 0.58%

Holding current value

$757,300

Previous $694,000 8.65%

% of portfolio

0.29%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$23.82 - $25.84 $4,001 - $4,341	168 Added 0.58%	29,330 $754,000
Q2 2025 Aug 06, 2025	SELL	$19.1 - $23.83 $25,364 - $31,646	-1,328 Reduced 4.36%	29,162 $694,000
Q1 2025 May 05, 2025	SELL	$21.23 - $23.75 $40,209 - $44,982	-1,894 Reduced 5.85%	30,490 $656,000
Q4 2024 Feb 12, 2025	BUY	$22.01 - $66.82 $475,548 - $1.44 Million	21,606 Added 200.46%	32,384 $735,000
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $11,986 - $13,304	200 Added 1.89%	10,778 $716,000

Q2 2024 Aug 05, 2024	BUY	$57.57 - $63.3 $96,199 - $105,774	1,671 Added 18.76%	10,578 $665,000
Q1 2024 May 07, 2024	BUY	$54.61 - $61.05 $3,549 - $3,968	65 Added 0.74%	8,907 $543,000
Q4 2023 Feb 12, 2024	BUY	$47.61 - $55.91 $14,283 - $16,773	300 Added 3.51%	8,842 $492,000
Q3 2023 Nov 13, 2023	BUY	$49.59 - $53.57 $18,447 - $19,928	372 Added 4.55%	8,542 $425,000
Q1 2023 May 08, 2023	BUY	$44.47 - $49.23 $363,319 - $402,209	8,170 New	8,170 $390,000

Others Institutions Holding SCHB

# of Institutions

1,399

Shares Held

495M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Horizon Investment Services, LLC Schwab Strategic Tr Us Broad M Transaction History