My Personal Cfo, LLC Schwab Strategic Tr Us Broad M Transaction History

My Personal Cfo, LLC

$216 Million
Q4 2025

A detailed history of My Personal Cfo, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, My Personal Cfo, LLC holds 25,257 shares of SCHB stock, worth $652,135. This represents 0.3% of its overall portfolio holdings.

Number of Shares

25,257

Previous 30,144 16.21%

Holding current value

$652,135

Previous $775,000 15.87%

% of portfolio

0.3%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$25.2 - $26.46 $123,152 - $129,310	-4,887 Reduced 16.21%	25,257 $652,000
Q3 2025 Oct 20, 2025	BUY	$23.82 - $25.84 $117,289 - $127,236	4,924 Added 19.52%	30,144 $775,000
Q2 2025 Jul 21, 2025	BUY	$19.1 - $23.83 $324 - $405	17 Added 0.07%	25,220 $600,000
Q1 2025 Apr 23, 2025	BUY	$21.23 - $23.75 $403 - $451	19 Added 0.08%	25,203 $542,000
Q4 2024 Jan 24, 2025	BUY	$22.01 - $66.82 $369,679 - $1.12 Million	16,796 Added 200.24%	25,184 $571,000

Q3 2024 Oct 21, 2024	BUY	$59.93 - $66.52 $779 - $864	13 Added 0.16%	8,388 $557,000
Q2 2024 Jul 25, 2024	BUY	$57.57 - $63.3 $114,391 - $125,777	1,987 Added 31.11%	8,375 $526,000
Q4 2023 Jan 22, 2024	BUY	$47.61 - $55.91 $304,132 - $357,153	6,388 New	6,388 $355,000

Others Institutions Holding SCHB

# of Institutions

1,387

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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My Personal Cfo, LLC Schwab Strategic Tr Us Broad M Transaction History