Trek Financial, LLC Schwab Strategic Tr Us Broad M Transaction History

Trek Financial, LLC

  • $1.54 Billion
  • Q3 2025

A detailed history of Trek Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Trek Financial, LLC holds 9,984 shares of SCHB stock, worth $257,786. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,984
Previous 9,405 6.16%
Holding current value
$257,786
Previous $224,000 14.29%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2025
BUY
$23.82 - $25.84 $13,791 - $14,961
579 Added 6.16%
9,984 $256,000
Q2 2025

Aug 13, 2025
BUY
$19.1 - $23.83 $859 - $1,072
45 Added 0.48%
9,405 $224,000
Q1 2025

Apr 30, 2025
BUY
$21.23 - $23.75 $4,904 - $5,486
231 Added 2.53%
9,360 $201,000
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $200,929 - $609,999
9,129 New
9,129 $207,000

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

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Trek Financial, LLC Portfolio

Follow Trek Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trek Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trek Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email