Roxbury Financial LLC Schwab Strategic Tr Us Broad M Transaction History

Roxbury Financial LLC

  • $108 Billion
  • Q3 2025

A detailed history of Roxbury Financial LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Roxbury Financial LLC holds 3,003 shares of SCHB stock, worth $77,537. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,003
Previous 2,997 0.2%
Holding current value
$77,537
Previous $71.4 Million 8.11%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 01, 2025
BUY
$23.82 - $25.84 $142 - $155
6 Added 0.2%
3,003 $77.2 Million
Q2 2025

Jul 07, 2025
BUY
$19.1 - $23.83 $343 - $428
18 Added 0.6%
2,997 $71.4 Million
Q1 2025

Apr 09, 2025
BUY
$21.23 - $23.75 $233 - $261
11 Added 0.37%
2,979 $68.3 Million
Q4 2024

Jan 30, 2025
BUY
$22.01 - $66.82 $65,325 - $198,321
2,968 New
2,968 $69.7 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

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