Strategic Equity Management Schwab Strategic Tr Us Broad M Transaction History

Strategic Equity Management

$240 Million
Q3 2025

A detailed history of Strategic Equity Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Strategic Equity Management holds 12,092 shares of SCHB stock, worth $312,215. This represents 0.13% of its overall portfolio holdings.

Number of Shares

12,092

Previous 13,376 9.6%

Holding current value

$312,215

Previous $318,000 2.52%

% of portfolio

0.13%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$23.82 - $25.84 $30,584 - $33,178	-1,284 Reduced 9.6%	12,092 $310,000
Q2 2025 Aug 11, 2025	SELL	$19.1 - $23.83 $25,727 - $32,099	-1,347 Reduced 9.15%	13,376 $318,000
Q1 2025 Apr 15, 2025	BUY	$21.23 - $23.75 $26,686 - $29,853	1,257 Added 9.33%	14,723 $315,000
Q4 2024 Feb 07, 2025	BUY	$22.01 - $66.82 $188,251 - $571,511	8,553 Added 174.09%	13,466 $305,000
Q3 2024 Nov 05, 2024	SELL	$59.93 - $66.52 $23,792 - $26,408	-397 Reduced 7.48%	4,913 $326,000

Q2 2024 Jul 31, 2024	SELL	$57.57 - $63.3 $76,625 - $84,252	-1,331 Reduced 20.04%	5,310 $333,000
Q1 2024 Apr 16, 2024	SELL	$54.61 - $61.05 $9,174 - $10,256	-168 Reduced 2.47%	6,641 $405,000
Q4 2023 Feb 07, 2024	SELL	$47.61 - $55.91 $2.1 Million - $2.46 Million	-44,083 Reduced 86.62%	6,809 $379,000
Q3 2023 Nov 07, 2023	SELL	$49.59 - $53.57 $64,764 - $69,962	-1,306 Reduced 2.5%	50,892 $2.54 Million
Q2 2023 Jul 18, 2023	SELL	$47.08 - $51.7 $107,248 - $117,772	-2,278 Reduced 4.18%	52,198 $2.7 Million
Q1 2023 Apr 25, 2023	SELL	$44.47 - $49.23 $1.45 Million - $1.6 Million	-32,511 Reduced 37.37%	54,476 $2.61 Million
Q4 2022 Feb 09, 2023	BUY	$41.94 - $47.81 $3.65 Million - $4.16 Million	86,987 New	86,987 $3.9 Million
Q2 2022 Jul 26, 2022	SELL	$42.93 - $53.98 $56,968 - $71,631	-1,327 Reduced 4.61%	27,466 $1.21 Million
Q1 2022 May 02, 2022	BUY	$49.15 - $56.85 $1.42 Million - $1.64 Million	28,793 New	28,793 $1.54 Million

Others Institutions Holding SCHB

# of Institutions

1,394

Shares Held

495M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Strategic Equity Management Schwab Strategic Tr Us Broad M Transaction History