Prevail Innovative Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Prevail Innovative Wealth Advisors, LLC

$515 Billion
Q3 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 44,952 shares of SCHB stock, worth $1.16 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

44,952

Previous 43,614 3.07%

Holding current value

$1.16 Million

Previous $1.04 Billion 11.2%

% of portfolio

0.22%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$23.82 - $25.84 $31,871 - $34,573	1,338 Added 3.07%	44,952 $1.16 Billion
Q2 2025 Aug 14, 2025	BUY	$19.1 - $23.83 $183,952 - $229,506	9,631 Added 28.34%	43,614 $1.04 Billion
Q1 2025 May 02, 2025	BUY	$21.23 - $23.75 $23,777 - $26,600	1,120 Added 3.41%	33,983 $732 Million
Q4 2024 Feb 12, 2025	BUY	$22.01 - $66.82 $561,343 - $1.7 Million	25,504 Added 346.57%	32,863 $746 Million
Q3 2024 Nov 13, 2024	BUY	$59.93 - $66.52 $17,979 - $19,956	300 Added 4.25%	7,359 $490 Million

Q2 2024 Aug 08, 2024	BUY	$57.57 - $63.3 $406,386 - $446,834	7,059 New	7,059 $444 Million

Others Institutions Holding SCHB

# of Institutions

1,387

Shares Held

499M

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 Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Account

Prevail Innovative Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History