Schaeffer Financial LLC Schwab Strategic Tr Us Broad M Transaction History

Schaeffer Financial LLC

  • $110 Million
  • Q3 2025

A detailed history of Schaeffer Financial LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Schaeffer Financial LLC holds 878,308 shares of SCHB stock, worth $22.7 Million. This represents 20.5% of its overall portfolio holdings.

Number of Shares
878,308
Previous 858,887 2.26%
Holding current value
$22.7 Million
Previous $20.5 Million 10.33%
% of portfolio
20.5%
Previous 20.01%

Shares

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

Nov 03, 2025
BUY
$23.82 - $25.84 $462,608 - $501,838
19,421 Added 2.26%
878,308 $22.6 Million
Q2 2025

Jul 18, 2025
BUY
$19.1 - $23.83 $311,597 - $388,762
16,314 Added 1.94%
858,887 $20.5 Million
Q1 2025

May 07, 2025
SELL
$21.23 - $23.75 $351,122 - $392,801
-16,539 Reduced 1.93%
842,573 $18.1 Million
Q4 2024

Feb 03, 2025
BUY
$22.01 - $66.82 $12.6 Million - $38.4 Million
574,238 Added 201.58%
859,112 $19.5 Million
Q3 2024

Oct 30, 2024
BUY
$59.93 - $66.52 $139,217 - $154,525
2,323 Added 0.82%
284,874 $18.9 Million
Q2 2024

Jul 26, 2024
SELL
$57.57 - $63.3 $223,947 - $246,237
-3,890 Reduced 1.36%
282,551 $17.8 Million
Q1 2024

May 01, 2024
SELL
$54.61 - $61.05 $4,368 - $4,884
-80 Reduced 0.03%
286,441 $17.5 Million
Q4 2023

Feb 09, 2024
BUY
$47.61 - $55.91 $2.12 Million - $2.49 Million
44,451 Added 18.36%
286,521 $16 Million
Q3 2022

Nov 03, 2022
BUY
$41.99 - $50.63 $301,320 - $363,320
7,176 Added 3.05%
242,070 $10.2 Million
Q2 2022

Aug 03, 2022
SELL
$42.93 - $53.98 $9,272 - $11,659
-216 Reduced 0.09%
234,894 $10.4 Million
Q1 2022

May 12, 2022
BUY
$49.15 - $56.85 $5.41 Million - $6.26 Million
110,027 Added 87.96%
235,110 $12.6 Million
Q4 2021

Feb 07, 2022
BUY
$51.87 - $56.86 $6.49 Million - $7.11 Million
125,083 New
125,083 $14.1 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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