New England Private Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

New England Private Wealth Advisors LLC

  • $727 Million
  • Q3 2025

A detailed history of New England Private Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 9,032 shares of SCHB stock, worth $233,206. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,032
Previous 8,717 3.61%
Holding current value
$233,206
Previous $207,000 12.08%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2025
BUY
$23.82 - $25.84 $7,503 - $8,139
315 Added 3.61%
9,032 $232,000
Q2 2025

Aug 07, 2025
BUY
$19.1 - $23.83 $166,494 - $207,726
8,717 New
8,717 $207,000

Others Institutions Holding SCHB

# of Institutions
1,387
Shares Held
494M
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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