Steel Peak Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Steel Peak Wealth Management LLC

  • $2.85 Billion
  • Q3 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 26,016 shares of SCHB stock, worth $671,733. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,016
Previous 21,842 19.11%
Holding current value
$671,733
Previous $520,000 28.46%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 21, 2025
BUY
$23.82 - $25.84 $99,424 - $107,856
4,174 Added 19.11%
26,016 $668,000
Q2 2025

Jul 22, 2025
BUY
$19.1 - $23.83 $8,155 - $10,175
427 Added 1.99%
21,842 $520,000
Q1 2025

Apr 30, 2025
BUY
$21.23 - $23.75 $454,640 - $508,606
21,415 New
21,415 $461,000
Q2 2021

Aug 13, 2021
SELL
$48.92 - $52.14 $281,534 - $300,065
-5,755 Closed
0 $0
Q1 2021

May 18, 2021
BUY
$44.89 - $48.81 $258,341 - $280,901
5,755 New
5,755 $557,000

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
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More about SCHB
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