Seaside Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Seaside Wealth Management, Inc.

$336 Million
Q3 2025

A detailed history of Seaside Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 252,400 shares of SCHB stock, worth $6.52 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

252,400

Previous 243,239 3.77%

Holding current value

$6.52 Million

Previous $5.8 Million 11.96%

% of portfolio

1.93%

Previous 1.85%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$23.82 - $25.84 $218,215 - $236,720	9,161 Added 3.77%	252,400 $6.49 Million
Q2 2025 Jul 09, 2025	BUY	$19.1 - $23.83 $343,456 - $428,511	17,982 Added 7.98%	243,239 $5.8 Million
Q1 2025 May 02, 2025	BUY	$21.23 - $23.75 $1.65 Million - $1.85 Million	77,792 Added 52.75%	225,257 $4.85 Million
Q4 2024 Jan 14, 2025	BUY	$22.01 - $66.82 $2.16 Million - $6.54 Million	97,947 Added 197.8%	147,465 $3.35 Million
Q3 2024 Oct 25, 2024	SELL	$59.93 - $66.52 $238,221 - $264,417	-3,975 Reduced 7.43%	49,518 $3.29 Million

Q2 2024 Aug 07, 2024	BUY	$57.57 - $63.3 $297,579 - $327,197	5,169 Added 10.7%	53,493 $3.36 Million
Q1 2024 Apr 17, 2024	SELL	$54.61 - $61.05 $11,085 - $12,393	-203 Reduced 0.42%	48,324 $2.95 Million
Q4 2023 Jan 23, 2024	BUY	$47.61 - $55.91 $307,703 - $361,346	6,463 Added 15.36%	48,527 $2.7 Million
Q3 2023 Oct 13, 2023	SELL	$49.59 - $53.57 $182,937 - $197,619	-3,689 Reduced 8.06%	42,064 $2.1 Million
Q2 2023 Jul 17, 2023	SELL	$47.08 - $51.7 $763,637 - $838,574	-16,220 Reduced 26.17%	45,753 $2.37 Million
Q1 2023 May 09, 2023	BUY	$44.47 - $49.23 $33,396 - $36,971	751 Added 1.23%	61,973 $2.97 Million
Q4 2022 Feb 09, 2023	SELL	$41.94 - $47.81 $49,698 - $56,654	-1,185 Reduced 1.9%	61,222 $2.74 Million
Q3 2022 Nov 09, 2022	BUY	$41.99 - $50.63 $372,115 - $448,683	8,862 Added 16.55%	62,407 $2.83 Million
Q2 2022 Aug 30, 2022	BUY	$42.93 - $53.98 $2.3 Million - $2.89 Million	53,545 New	53,545 $2.59 Million

Others Institutions Holding SCHB

# of Institutions

1,378

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Seaside Wealth Management, Inc. with notifications on news.

Account

Seaside Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History