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

Selective Wealth Management, Inc.

$308 Million
Q3 2025

A detailed history of Selective Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 73,712 shares of SCHB stock, worth $1.9 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

73,712

Previous 73,712 -0.0%

Holding current value

$1.9 Million

Previous $1.76 Million 7.92%

% of portfolio

0.61%

Previous 0.65%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$19.1 - $23.83 $420 - $524	-22 Reduced 0.03%	73,712 $1.76 Million
Q4 2024 Jan 15, 2025	BUY	$22.01 - $66.82 $1.07 Million - $3.25 Million	48,706 Added 194.61%	73,734 $1.67 Million
Q2 2024 Jul 10, 2024	BUY	$57.57 - $63.3 $4,317 - $4,747	75 Added 0.3%	25,028 $1.57 Million
Q1 2024 Apr 11, 2024	BUY	$54.61 - $61.05 $1.36 Million - $1.52 Million	24,953 New	24,953 $1.52 Million
Q3 2022 Oct 21, 2022	BUY	$41.99 - $50.63 $44,719 - $53,920	1,065 Added 149.79%	1,776 $75,000

Q2 2022 Jul 28, 2022	BUY	$42.93 - $53.98 $128 - $161	3 Added 0.42%	711 $31,000
Q1 2022 Apr 20, 2022	BUY	$49.15 - $56.85 $17,399 - $20,124	354 Added 100.0%	708 $38,000
Q4 2021 Jan 18, 2022	BUY	$51.87 - $56.86 $2,749 - $3,013	53 Added 17.61%	354 $40,000
Q1 2021 Apr 09, 2021	BUY	$44.89 - $48.81 $44 - $48	1 Added 0.33%	301 $29,000
Q4 2020 Jan 22, 2021	BUY	$39.03 - $45.5 $39 - $45	1 Added 0.33%	300 $27,000
Q3 2020 Oct 21, 2020	BUY	$36.93 - $42.52 $73 - $85	2 Added 0.67%	299 $24,000
Q2 2020 Jul 15, 2020	SELL	$28.84 - $38.49 $1,297 - $1,732	-45 Reduced 13.16%	297 $22,000
Q1 2020 Apr 16, 2020	SELL	$26.18 - $40.44 $13,665 - $21,109	-522 Reduced 60.42%	342 $21,000
Q4 2019 Jan 10, 2020	BUY	$34.47 - $38.58 $344 - $385	10 Added 1.17%	864 $66,000
Q3 2019 Oct 29, 2019	BUY	$35.32 - $36.13 $30,163 - $30,855	854 New	854 $61,000

Others Institutions Holding SCHB

# of Institutions

1,377

Shares Held

501M

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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

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

Account

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