Marshall & Sterling Wealth Advisors Inc. Schwab Strategic Tr Us Broad M Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 3,221 shares of SCHB stock, worth $83,166. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,221
Previous 3,258 1.14%
Holding current value
$83,166
Previous $77.6 Million 6.68%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 07, 2025
SELL
$23.82 - $25.84 $881 - $956
-37 Reduced 1.14%
3,221 $82.8 Million
Q2 2025

Aug 12, 2025
BUY
$19.1 - $23.83 $57 - $71
3 Added 0.09%
3,258 $77.6 Million
Q1 2025

May 15, 2025
BUY
$21.23 - $23.75 $42 - $47
2 Added 0.06%
3,255 $70.1 Million
Q4 2024

Feb 14, 2025
BUY
$22.01 - $66.82 $71,598 - $217,365
3,253 New
3,253 $73.8 Million

Others Institutions Holding SCHB

# of Institutions
1,378
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
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More about SCHB
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