Sterling Investment Advisors, Ltd. Schwab Strategic Tr Us Broad M Transaction History

Sterling Investment Advisors, Ltd.

$457 Million
Q3 2025

A detailed history of Sterling Investment Advisors, Ltd. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 9,005 shares of SCHB stock, worth $232,509. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,005

Previous 9,005 -0.0%

Holding current value

$232,509

Previous $214,000 7.94%

% of portfolio

0.05%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$19.1 - $23.83 $171,995 - $214,589	9,005 New	9,005 $214,000
Q1 2022 May 03, 2022	BUY	$49.15 - $56.85 $73,970 - $85,559	1,505 Added 100.07%	3,009 $161,000
Q1 2021 May 04, 2021	BUY	$44.89 - $48.81 $44 - $48	1 Added 0.07%	1,504 $145,000
Q3 2020 Oct 26, 2020	BUY	$36.93 - $42.52 $36 - $42	1 Added 0.07%	1,503 $120,000
Q1 2020 Apr 30, 2020	SELL	$26.18 - $40.44 $2,591 - $4,003	-99 Reduced 6.18%	1,502 $90,000

Q1 2019 May 01, 2019	BUY	N/A	131 Added 8.91%	1,601 $109,000
Q4 2018 Jan 18, 2019	BUY	N/A	300 Added 25.64%	1,470 $88,000
Q3 2018 Nov 09, 2018	BUY	N/A	1 Added 0.09%	1,170 $82,000
Q2 2018 Jul 26, 2018	SELL	N/A	-1 Reduced 0.09%	1,169 $77,000
Q1 2018 Apr 23, 2018	BUY	N/A	1 Added 0.09%	1,170 $75,000
Q2 2017 Aug 09, 2017	BUY	N/A	1,169	1,169 $68,000

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

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 Sterling Investment Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Advisors, Ltd. with notifications on news.

Account

Sterling Investment Advisors, Ltd. Schwab Strategic Tr Us Broad M Transaction History