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

Stratos Wealth Partners, Ltd.

$8.04 Billion
Q3 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 25,306 shares of SCHB stock, worth $653,400. This represents 0.01% of its overall portfolio holdings.

Number of Shares

25,306

Previous 24,922 1.54%

Holding current value

$653,400

Previous $593,000 9.61%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,376

Shares Held

499M

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 Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.

Account

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