Nwam LLC Schwab Strategic Tr Us Broad M Transaction History

Nwam LLC

$1.34 Billion
Q3 2025

A detailed history of Nwam LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Nwam LLC holds 21,033 shares of SCHB stock, worth $543,072. This represents 0.04% of its overall portfolio holdings.

Number of Shares

21,033

Holding current value

$543,072

% of portfolio

0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$23.82 - $25.84 $501,006 - $543,492	21,033 New	21,033 $540,000
Q1 2025 May 05, 2025	SELL	$21.23 - $23.75 $86,788 - $97,090	-4,088 Reduced 17.74%	18,955 $408,000
Q4 2024 Feb 04, 2025	BUY	$22.01 - $66.82 $323,370 - $981,719	14,692 Added 175.93%	23,043 $523,000
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $500,475 - $555,508	8,351 New	8,351 $555,000
Q1 2024 May 09, 2024	BUY	$54.61 - $61.05 $393,410 - $439,804	7,204 New	7,204 $439,000

Q4 2022 Feb 07, 2023	BUY	$41.94 - $47.81 $211,964 - $241,631	5,054 New	5,054 $226,000
Q2 2022 Aug 10, 2022	SELL	$42.93 - $53.98 $94,918 - $119,349	-2,211 Reduced 30.61%	5,013 $224,000
Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $355,059 - $410,684	7,224 New	7,224 $386,000

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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