Olio Financial Planning Schwab Strategic Tr Us Broad M Transaction History

Olio Financial Planning

$340 Million
Q3 2025

A detailed history of Olio Financial Planning transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Olio Financial Planning holds 24,781 shares of SCHB stock, worth $639,845. This represents 0.19% of its overall portfolio holdings.

Number of Shares

24,781

Previous 24,782 0.0%

Holding current value

$639,845

Previous $590,000 7.97%

% of portfolio

0.19%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$23.82 - $25.84 $23 - $25	-1 Reduced -0.0%	24,781 $637,000
Q2 2025 Jul 09, 2025	SELL	$19.1 - $23.83 $19 - $23	-1 Reduced -0.0%	24,782 $590,000
Q1 2025 Apr 11, 2025	SELL	$21.23 - $23.75 $18,958 - $21,208	-893 Reduced 3.48%	24,783 $531,000
Q4 2024 Jan 21, 2025	BUY	$22.01 - $66.82 $347,824 - $1.06 Million	15,803 Added 160.06%	25,676 $582,000
Q3 2024 Oct 15, 2024	BUY	$59.93 - $66.52 $7,431 - $8,248	124 Added 1.27%	9,873 $656,000

Q2 2024 Jul 12, 2024	SELL	$57.57 - $63.3 $7,138 - $7,849	-124 Reduced 1.26%	9,749 $612,000
Q3 2023 Oct 19, 2023	BUY	$49.59 - $53.57 $6,198 - $6,696	125 Added 1.28%	9,873 $492,000
Q2 2023 Jul 13, 2023	BUY	$47.08 - $51.7 $458,935 - $503,971	9,748 New	9,748 $503,000

Others Institutions Holding SCHB

# of Institutions

1,386

Shares Held

493M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Olio Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Olio Financial Planning with notifications on news.

Account

Olio Financial Planning Schwab Strategic Tr Us Broad M Transaction History