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

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 876 shares of SCHB stock, worth $22,618. This represents 0.0% of its overall portfolio holdings.

Number of Shares
876
Previous 1,200 27.0%
Holding current value
$22,618
Previous $28.6 Million 99.92%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
SELL
$23.82 - $25.84 $7,717 - $8,372
-324 Reduced 27.0%
876 $22,000
Q1 2025

May 15, 2025
BUY
$21.23 - $23.75 $25,476 - $28,500
1,200 New
1,200 $25.8 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
Track This Portfolio

Track Private Wealth Asset Management, LLC Portfolio

Follow Private Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email