A detailed history of Pur Efi Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 11,757 shares of SCHB stock, worth $303,565. This represents 0.23% of its overall portfolio holdings.

Number of Shares
11,757
Previous 12,357 4.86%
Holding current value
$303,565
Previous $294 Million 2.65%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Oct 21, 2025

SELL
$23.82 - $25.84 $14,292 - $15,504
-600 Reduced 4.86%
11,757 $302 Million
Q2 2025

Jul 22, 2025

BUY
$19.1 - $23.83 $236,018 - $294,467
12,357 New
12,357 $294 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Pur Efi Wealth, LLC Portfolio

Follow Pur Efi Wealth, 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 Pur Efi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pur Efi Wealth, LLC with notifications on news.