Riverwater Partners LLC Schwab Strategic Tr Us Broad M Transaction History

Riverwater Partners LLC

$206 Million
Q3 2025

A detailed history of Riverwater Partners LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Riverwater Partners LLC holds 9,461 shares of SCHB stock, worth $244,283. This represents 0.12% of its overall portfolio holdings.

Number of Shares

9,461

Previous 9,461 -0.0%

Holding current value

$244,283

Previous $225,000 8.0%

% of portfolio

0.12%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$19.1 - $23.83 $1,852 - $2,311	-97 Reduced 1.01%	9,461 $225,000
Q1 2025 Apr 21, 2025	BUY	$21.23 - $23.75 $2,059 - $2,303	97 Added 1.03%	9,558 $205,000
Q4 2024 Feb 12, 2025	BUY	$22.01 - $66.82 $133,974 - $406,733	6,087 Added 180.41%	9,461 $214,000
Q2 2024 Jul 19, 2024	SELL	$57.57 - $63.3 $28,669 - $31,523	-498 Reduced 12.86%	3,374 $212,000
Q4 2023 Jan 04, 2024	BUY	$47.61 - $55.91 $184,345 - $216,483	3,872 New	3,872 $215,000

Q2 2023 Jul 18, 2023	BUY	$47.08 - $51.7 $182,293 - $200,182	3,872 New	3,872 $200,000
Q2 2022 Aug 05, 2022	SELL	$42.93 - $53.98 $166,224 - $209,010	-3,872 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$49.15 - $56.85 $95,154 - $110,061	1,936 Added 100.0%	3,872 $207,000
Q4 2021 Jan 31, 2022	BUY	$51.87 - $56.86 $100,420 - $110,080	1,936 New	1,936 $219,000

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Riverwater Partners LLC Schwab Strategic Tr Us Broad M Transaction History