Secure Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Secure Asset Management, LLC

  • $609 Million
  • Q4 2025

A detailed history of Secure Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Secure Asset Management, LLC holds 9,296 shares of SCHB stock, worth $240,022. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,296
Previous 9,809 5.23%
Holding current value
$240,022
Previous $252,000 4.76%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$25.2 - $26.46 $12,927 - $13,573
-513 Reduced 5.23%
9,296 $240,000
Q3 2025

Oct 09, 2025
SELL
$23.82 - $25.84 $8,479 - $9,199
-356 Reduced 3.5%
9,809 $252,000
Q2 2025

Jul 10, 2025
BUY
$19.1 - $23.83 $194,151 - $242,231
10,165 New
10,165 $242,000

Others Institutions Holding SCHB

# of Institutions
1,394
Shares Held
495M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Secure Asset Management, LLC Portfolio

Follow Secure Asset Management, 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 Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email