Premier Path Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Premier Path Wealth Partners, LLC

  • $777 Billion
  • Q3 2025

A detailed history of Premier Path Wealth Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 38,907 shares of SCHB stock, worth $1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
38,907
Previous 38,422 1.26%
Holding current value
$1 Million
Previous $916 Million 9.25%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 04, 2025
BUY
$23.82 - $25.84 $11,552 - $12,532
485 Added 1.26%
38,907 $1 Billion
Q2 2025

Aug 04, 2025
BUY
$19.1 - $23.83 $19 - $23
1 Added 0.0%
38,422 $916 Million
Q1 2025

Apr 21, 2025
SELL
$21.23 - $23.75 $26,006 - $29,093
-1,225 Reduced 3.09%
38,421 $827 Million
Q4 2024

Jan 15, 2025
BUY
$22.01 - $66.82 $581,746 - $1.77 Million
26,431 Added 200.01%
39,646 $900 Million
Q3 2024

Oct 15, 2024
BUY
$59.93 - $66.52 $59 - $66
1 Added 0.01%
13,215 $879 Million
Q2 2024

Jul 24, 2024
BUY
$57.57 - $63.3 $760,729 - $836,446
13,214 New
13,214 $831 Million

Others Institutions Holding SCHB

# of Institutions
1,376
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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