Occidental Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Occidental Asset Management, LLC

  • $818 Million
  • Q4 2025

A detailed history of Occidental Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Occidental Asset Management, LLC holds 9,880 shares of SCHB stock, worth $255,101. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,880
Previous 9,480 4.22%
Holding current value
$255,101
Previous $243,000 4.94%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$25.2 - $26.46 $10,080 - $10,584
400 Added 4.22%
9,880 $255,000
Q3 2025

Oct 28, 2025
BUY
$23.82 - $25.84 $225,813 - $244,963
9,480 New
9,480 $243,000

Others Institutions Holding SCHB

# of Institutions
1,386
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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