Towercrest Capital Management Schwab Strategic Tr Us Broad M Transaction History

Towercrest Capital Management

  • $619 Million
  • Q3 2025

A detailed history of Towercrest Capital Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Towercrest Capital Management holds 417,227 shares of SCHB stock, worth $10.8 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
417,227
Previous 428,601 2.65%
Holding current value
$10.8 Million
Previous $10.2 Million 5.02%
% of portfolio
1.73%
Previous 1.83%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$23.82 - $25.84 $270,928 - $293,904
-11,374 Reduced 2.65%
417,227 $10.7 Million
Q2 2025

Aug 05, 2025
BUY
$19.1 - $23.83 $323,783 - $403,966
16,952 Added 4.12%
428,601 $10.2 Million
Q1 2025

May 08, 2025
SELL
$21.23 - $23.75 $342,078 - $382,683
-16,113 Reduced 3.77%
411,649 $8.86 Million
Q4 2024

Feb 11, 2025
BUY
$22.01 - $66.82 $5.91 Million - $17.9 Million
268,458 Added 168.52%
427,762 $9.71 Million
Q3 2024

Nov 12, 2024
SELL
$59.93 - $66.52 $80,186 - $89,003
-1,338 Reduced 0.83%
159,304 $10.6 Million
Q2 2024

Aug 06, 2024
SELL
$57.57 - $63.3 $352,731 - $387,839
-6,127 Reduced 3.67%
160,642 $10.1 Million
Q1 2024

May 09, 2024
SELL
$54.61 - $61.05 $199,708 - $223,259
-3,657 Reduced 2.15%
166,769 $10.2 Million
Q4 2023

Feb 08, 2024
BUY
$47.61 - $55.91 $7,427 - $8,721
156 Added 0.09%
170,426 $9.49 Million
Q3 2023

Nov 13, 2023
SELL
$49.59 - $53.57 $490,345 - $529,700
-9,888 Reduced 5.49%
170,270 $8.49 Million
Q2 2023

Aug 04, 2023
BUY
$47.08 - $51.7 $807,939 - $887,223
17,161 Added 10.53%
180,158 $9.31 Million
Q1 2023

May 11, 2023
BUY
$44.47 - $49.23 $79,378 - $87,875
1,785 Added 1.11%
162,997 $7.8 Million
Q4 2022

Feb 09, 2023
SELL
$41.94 - $47.81 $113,405 - $129,278
-2,704 Reduced 1.65%
161,212 $7.22 Million
Q3 2022

Nov 14, 2022
SELL
$41.99 - $50.63 $1.26 Million - $1.52 Million
-30,078 Reduced 15.5%
163,916 $6.88 Million
Q2 2022

Aug 11, 2022
SELL
$42.93 - $53.98 $216,495 - $272,221
-5,043 Reduced 2.53%
193,994 $8.57 Million
Q1 2022

May 11, 2022
BUY
$49.15 - $56.85 $4.69 Million - $5.42 Million
95,384 Added 92.02%
199,037 $10.6 Million
Q4 2021

Feb 10, 2022
BUY
$51.87 - $56.86 $17,843 - $19,559
344 Added 0.33%
103,653 $11.7 Million
Q3 2021

Dec 10, 2021
SELL
$51.32 - $54.83 $27,199 - $29,059
-530 Reduced 0.51%
103,309 $10.7 Million
Q2 2021

Aug 13, 2021
BUY
$48.92 - $52.14 $939,264 - $1 Million
19,200 Added 22.68%
103,839 $10.8 Million
Q1 2021

May 14, 2021
BUY
$44.89 - $48.81 $475,160 - $516,653
10,585 Added 14.29%
84,639 $8.19 Million
Q4 2020

Feb 12, 2021
SELL
$39.03 - $45.5 $59,754 - $69,660
-1,531 Reduced 2.03%
74,054 $6.74 Million
Q3 2020

Nov 13, 2020
SELL
$36.93 - $42.52 $111,528 - $128,410
-3,020 Reduced 3.84%
75,585 $6.02 Million
Q2 2020

Aug 13, 2020
SELL
$28.84 - $38.49 $309,193 - $412,651
-10,721 Reduced 12.0%
78,605 $5.78 Million
Q1 2020

May 14, 2020
SELL
$26.18 - $40.44 $723,405 - $1.12 Million
-27,632 Reduced 23.63%
89,326 $5.4 Million
Q4 2019

Feb 14, 2020
BUY
$34.47 - $38.58 $98,549 - $110,300
2,859 Added 2.51%
116,958 $8.99 Million
Q3 2019

Nov 13, 2019
BUY
$35.32 - $36.13 $21,863 - $22,364
619 Added 0.55%
114,099 $8.1 Million
Q2 2019

Aug 14, 2019
BUY
N/A
23,158 Added 25.64%
113,480 $8 Million
Q1 2019

May 15, 2019
BUY
N/A
6,976 Added 8.37%
90,322 $6.15 Million
Q4 2018

Feb 15, 2019
SELL
N/A
-902 Reduced 1.07%
83,346 $5 Million
Q3 2018

Nov 19, 2018
BUY
N/A
13,543 Added 19.15%
84,248 $5.93 Million
Q2 2018

Aug 14, 2018
BUY
N/A
70,705 New
70,705 $4.67 Million

Others Institutions Holding SCHB

# of Institutions
1,386
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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