Successful Portfolios LLC Schwab Strategic Tr Us Broad M Transaction History

Successful Portfolios LLC

  • $192 Million
  • Q4 2025

A detailed history of Successful Portfolios LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Successful Portfolios LLC holds 222,874 shares of SCHB stock, worth $5.75 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares
222,874
Previous 211,942 5.16%
Holding current value
$5.75 Million
Previous $5.45 Million 5.6%
% of portfolio
2.99%
Previous 3.21%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
$25.2 - $26.46 $275,486 - $289,260
10,932 Added 5.16%
222,874 $5.75 Million
Q3 2025

Oct 15, 2025
BUY
$23.82 - $25.84 $29,012 - $31,473
1,218 Added 0.58%
211,942 $5.45 Million
Q2 2025

Jul 21, 2025
SELL
$19.1 - $23.83 $131,656 - $164,260
-6,893 Reduced 3.17%
210,724 $5.02 Million
Q1 2025

Apr 11, 2025
SELL
$21.23 - $23.75 $25,306 - $28,310
-1,192 Reduced 0.54%
217,617 $4.67 Million
Q4 2024

Jan 16, 2025
BUY
$22.01 - $66.82 $3.23 Million - $9.79 Million
146,550 Added 202.81%
218,809 $4.97 Million
Q3 2024

Oct 09, 2024
BUY
$59.93 - $66.52 $24,391 - $27,073
407 Added 0.57%
72,259 $4.81 Million
Q2 2024

Jul 12, 2024
SELL
$57.57 - $63.3 $16,119 - $17,724
-280 Reduced 0.39%
71,852 $4.52 Million
Q1 2024

Apr 17, 2024
BUY
$54.61 - $61.05 $62,801 - $70,207
1,150 Added 1.62%
72,132 $4.4 Million
Q4 2023

Jan 18, 2024
BUY
$47.61 - $55.91 $15,378 - $18,058
323 Added 0.46%
70,982 $3.95 Million
Q3 2023

Oct 10, 2023
SELL
$49.59 - $53.57 $168,010 - $181,495
-3,388 Reduced 4.58%
70,659 $3.52 Million
Q2 2023

Jul 20, 2023
SELL
$47.08 - $51.7 $3.92 Million - $4.31 Million
-83,344 Reduced 52.95%
74,047 $3.83 Million
Q1 2023

Apr 21, 2023
SELL
$44.47 - $49.23 $151,731 - $167,972
-3,412 Reduced 2.12%
157,391 $7.53 Million
Q4 2022

Jan 27, 2023
BUY
$41.94 - $47.81 $553,775 - $631,283
13,204 Added 8.95%
160,803 $0
Q3 2022

Oct 12, 2022
SELL
$41.99 - $50.63 $9,027 - $10,885
-215 Reduced 0.15%
147,599 $6.2 Million
Q2 2022

Jul 22, 2022
BUY
$42.93 - $53.98 $594,881 - $748,000
13,857 Added 10.34%
147,814 $6.53 Million
Q1 2022

Apr 21, 2022
BUY
$49.15 - $56.85 $3.51 Million - $4.06 Million
71,449 Added 114.3%
133,957 $7.15 Million
Q4 2021

Jan 26, 2022
BUY
$51.87 - $56.86 $221,069 - $242,337
4,262 Added 7.32%
62,508 $7.06 Million
Q3 2021

Oct 14, 2021
BUY
$51.32 - $54.83 $172,948 - $184,777
3,370 Added 6.14%
58,246 $6.05 Million
Q2 2021

Jul 23, 2021
SELL
$48.92 - $52.14 $46,082 - $49,115
-942 Reduced 1.69%
54,876 $5.72 Million
Q1 2021

Apr 20, 2021
BUY
$44.89 - $48.81 $29,088 - $31,628
648 Added 1.17%
55,818 $5.4 Million
Q4 2020

Feb 02, 2021
SELL
$39.03 - $45.5 $67,365 - $78,533
-1,726 Reduced 3.03%
55,170 $5.02 Million
Q3 2020

Oct 13, 2020
SELL
$36.93 - $42.52 $143,288 - $164,977
-3,880 Reduced 6.38%
56,896 $4.53 Million
Q2 2020

Jul 13, 2020
SELL
$28.84 - $38.49 $361,682 - $482,703
-12,541 Reduced 17.11%
60,776 $4.47 Million
Q1 2020

Apr 23, 2020
SELL
$26.18 - $40.44 $468,909 - $724,320
-17,911 Reduced 19.63%
73,317 $4.43 Million
Q4 2019

Jan 23, 2020
SELL
$34.47 - $38.58 $297,579 - $333,061
-8,633 Reduced 8.65%
91,228 $7.01 Million
Q3 2019

Oct 11, 2019
BUY
$35.32 - $36.13 $300,220 - $307,105
8,500 Added 9.3%
99,861 $7.09 Million
Q2 2019

Jul 11, 2019
BUY
N/A
2,370 Added 2.66%
91,361 $6.44 Million
Q1 2019

Apr 22, 2019
BUY
N/A
10,047 Added 12.73%
88,991 $6.06 Million
Q4 2018

Jan 14, 2019
BUY
N/A
6,711 Added 9.29%
78,944 $4.73 Million
Q3 2018

Oct 15, 2018
BUY
N/A
535 Added 0.75%
72,233 $5.08 Million
Q2 2018

Jul 24, 2018
BUY
N/A
4,740 Added 7.08%
71,698 $4.73 Million
Q1 2018

May 08, 2018
BUY
N/A
3,591 Added 5.67%
66,958 $4.27 Million
Q4 2017

Feb 09, 2018
BUY
N/A
63,367
63,367 $4.09 Million

Others Institutions Holding SCHB

# of Institutions
1,393
Shares Held
496M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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