Stratos Wealth Partners, Ltd. Schwab Strategic Tr Us Broad M Transaction History

Stratos Wealth Partners, Ltd.

$8.26 Billion
Q4 2025

A detailed history of Stratos Wealth Partners, Ltd. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 26,924 shares of SCHB stock, worth $695,177. This represents 0.01% of its overall portfolio holdings.

Number of Shares

26,924

Previous 25,306 6.39%

Holding current value

$695,177

Previous $650,000 6.92%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$25.2 - $26.46 $40,773 - $42,812	1,618 Added 6.39%	26,924 $695,000
Q3 2025 Nov 06, 2025	BUY	$23.82 - $25.84 $9,146 - $9,922	384 Added 1.54%	25,306 $650,000
Q2 2025 Jul 29, 2025	BUY	$19.1 - $23.83 $10,906 - $13,606	571 Added 2.34%	24,922 $593,000
Q1 2025 Apr 30, 2025	BUY	$21.23 - $23.75 $25,900 - $28,975	1,220 Added 5.27%	24,351 $524,000
Q4 2024 Jan 27, 2025	BUY	$22.01 - $66.82 $322,930 - $980,383	14,672 Added 173.45%	23,131 $525,000

Q3 2024 Oct 17, 2024	BUY	$59.93 - $66.52 $13,723 - $15,233	229 Added 2.78%	8,459 $562,000
Q2 2024 Jul 24, 2024	BUY	$57.57 - $63.3 $55,670 - $61,211	967 Added 13.31%	8,230 $517,000
Q1 2024 Apr 16, 2024	BUY	$54.61 - $61.05 $11,249 - $12,576	206 Added 2.92%	7,263 $443,000
Q4 2023 Jan 24, 2024	BUY	$47.61 - $55.91 $18,567 - $21,804	390 Added 5.85%	7,057 $392,000
Q3 2023 Oct 24, 2023	BUY	$49.59 - $53.57 $9,818 - $10,606	198 Added 3.06%	6,667 $332,000
Q2 2023 Jul 18, 2023	SELL	$47.08 - $51.7 $8,003 - $8,789	-170 Reduced 2.56%	6,469 $334,000
Q1 2023 Apr 27, 2023	BUY	$44.47 - $49.23 $295,236 - $326,837	6,639 New	6,639 $317,000
Q4 2018 Feb 08, 2019	SELL	N/A	-1,050 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	N/A	1,050 New	1,050 $74,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,100 Closed	0 $0
Q1 2018 May 10, 2018	SELL	N/A	-7 Reduced 0.63%	1,100 $70,000
Q4 2017 Feb 09, 2018	BUY	N/A	1,107	1,107 $71,000

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

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Stratos Wealth Partners, Ltd. Schwab Strategic Tr Us Broad M Transaction History