Toth Financial Advisory Corp Schwab Strategic Tr Us Broad M Transaction History

Toth Financial Advisory Corp

  • $962 Million
  • Q4 2025

A detailed history of Toth Financial Advisory Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Toth Financial Advisory Corp holds 303 shares of SCHB stock, worth $7,823. This represents 0.0% of its overall portfolio holdings.

Number of Shares
303
Holding current value
$7,823
% of portfolio
0.0%

Shares

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

Jan 20, 2026
BUY
$25.2 - $26.46 $7,635 - $8,017
303 New
303 $7,000
Q1 2023

Apr 24, 2023
SELL
$44.47 - $49.23 $222 - $246
-5 Reduced 8.06%
57 $2,000
Q1 2022

Apr 26, 2022
BUY
$49.15 - $56.85 $835 - $966
17 Added 37.78%
62 $3,000
Q4 2018

Jan 22, 2019
SELL
N/A
-15 Reduced 25.0%
45 $3,000
Q3 2018

Oct 15, 2018
BUY
N/A
45 Added 300.0%
60 $4,000
Q4 2017

Feb 06, 2018
BUY
N/A
15
15 $1,000

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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