Spring Vest Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Spring Vest Wealth Management LLC

  • $136 Billion
  • Q3 2025

A detailed history of Spring Vest Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 60,247 shares of SCHB stock, worth $1.56 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
60,247
Previous 47,552 26.7%
Holding current value
$1.56 Million
Previous $1.13 Billion 36.69%
% of portfolio
1.14%
Previous 0.92%

Shares

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

Nov 04, 2025
BUY
$23.82 - $25.84 $302,394 - $328,038
12,695 Added 26.7%
60,247 $1.55 Billion
Q2 2025

Jul 23, 2025
BUY
$19.1 - $23.83 $213,786 - $266,729
11,193 Added 30.78%
47,552 $1.13 Billion
Q4 2024

Mar 10, 2025
BUY
$22.01 - $66.82 $800,261 - $2.43 Million
36,359 New
36,359 $825 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

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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