Jackson Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Jackson Wealth Management, LLC

  • $725 Million
  • Q3 2025

A detailed history of Jackson Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 9,182 shares of SCHB stock, worth $237,079. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,182
Previous 9,182 -0.0%
Holding current value
$237,079
Previous $218,000 6.88%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$19.1 - $23.83 $175,376 - $218,807
9,182 New
9,182 $218,000
Q4 2024

Jan 27, 2025
BUY
$22.01 - $66.82 $134,723 - $409,005
6,121 Added 199.97%
9,182 $208,000
Q3 2024

Oct 22, 2024
BUY
$59.93 - $66.52 $183,445 - $203,617
3,061 New
3,061 $203,000
Q1 2022

May 05, 2022
SELL
$49.15 - $56.85 $896,102 - $1.04 Million
-18,232 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$51.87 - $56.86 $945,693 - $1.04 Million
18,232 New
18,232 $2.06 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
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