Sowell Financial Services LLC Schwab Strategic Tr Us Broad M Transaction History

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sowell Financial Services LLC holds 19,363 shares of SCHB stock, worth $499,952. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,363
Previous 18,513 4.59%
Holding current value
$499,952
Previous $441,000 12.7%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2025
BUY
$23.82 - $25.84 $20,247 - $21,964
850 Added 4.59%
19,363 $497,000
Q2 2025

Jul 11, 2025
SELL
$19.1 - $23.83 $55,103 - $68,749
-2,885 Reduced 13.48%
18,513 $441,000
Q1 2025

Apr 17, 2025
SELL
$21.23 - $23.75 $2,568 - $2,873
-121 Reduced 0.56%
21,398 $458,000
Q4 2024

Feb 07, 2025
BUY
$22.01 - $66.82 $473,633 - $1.44 Million
21,519 New
21,519 $488,000
Q2 2023

Aug 14, 2023
BUY
$47.08 - $51.7 $149,573 - $164,250
3,177 Added 22.62%
17,219 $890,000
Q1 2023

May 12, 2023
SELL
$44.47 - $49.23 $14,452 - $15,999
-325 Reduced 2.26%
14,042 $671,000
Q4 2022

Feb 09, 2023
BUY
$41.94 - $47.81 $3,648 - $4,159
87 Added 0.61%
14,367 $644,000
Q3 2022

Nov 15, 2022
BUY
$41.99 - $50.63 $599,617 - $722,996
14,280 New
14,280 $600,000
Q1 2022

May 13, 2022
SELL
$49.15 - $56.85 $684,954 - $792,261
-13,936 Closed
0 $0
Q4 2021

Feb 09, 2022
SELL
$51.87 - $56.86 $72,618 - $79,604
-1,400 Reduced 9.13%
13,936 $1.58 Million
Q3 2021

Nov 04, 2021
SELL
$51.32 - $54.83 $190,037 - $203,035
-3,703 Reduced 19.45%
15,336 $1.59 Million
Q2 2021

Aug 05, 2021
SELL
$48.92 - $52.14 $740,404 - $789,138
-15,135 Reduced 44.29%
19,039 $1.99 Million
Q1 2021

May 07, 2021
BUY
$44.89 - $48.81 $49,603 - $53,935
1,105 Added 3.34%
34,174 $3.47 Million
Q4 2020

Jan 13, 2021
SELL
$39.03 - $45.5 $81,104 - $94,549
-2,078 Reduced 5.91%
33,069 $3.01 Million
Q3 2020

Nov 12, 2020
BUY
$36.93 - $42.52 $290,122 - $334,037
7,856 Added 28.79%
35,147 $2.8 Million
Q2 2020

Aug 13, 2020
BUY
$28.84 - $38.49 $165,022 - $220,239
5,722 Added 26.53%
27,291 $2.01 Million
Q1 2020

May 12, 2020
SELL
$26.18 - $40.44 $590,385 - $911,962
-22,551 Reduced 51.11%
21,569 $1.3 Million
Q4 2019

Feb 07, 2020
BUY
$34.47 - $38.58 $736,210 - $823,991
21,358 Added 93.83%
44,120 $0
Q3 2019

Nov 14, 2019
BUY
$35.32 - $36.13 $595,707 - $609,368
16,866 Added 286.06%
22,762 $1.62 Million
Q1 2019

May 15, 2019
SELL
N/A
-1,090 Reduced 15.6%
5,896 $0
Q4 2018

Mar 05, 2019
SELL
N/A
-13,163 Reduced 65.33%
6,986 $419,000
Q3 2018

Nov 13, 2018
BUY
N/A
20,149 New
20,149 $1.22 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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