Uma Financial Services, Inc. Schwab Strategic Tr Us Broad M Transaction History

Uma Financial Services, Inc.

$648 Million
Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Uma Financial Services, Inc. holds 18,103 shares of SCHB stock, worth $467,419. This represents 0.07% of its overall portfolio holdings.

Number of Shares

18,103

Previous 18,102 0.01%

Holding current value

$467,419

Previous $431,000 7.89%

% of portfolio

0.07%

Previous 0.07%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$23.82 - $25.84 $23 - $25	1 Added 0.01%	18,103 $465,000
Q2 2025 Jul 11, 2025	BUY	$19.1 - $23.83 $3,342 - $4,170	175 Added 0.98%	18,102 $431,000
Q1 2025 Apr 28, 2025	BUY	$21.23 - $23.75 $5,201 - $5,818	245 Added 1.39%	17,927 $385,000
Q4 2024 Feb 12, 2025	SELL	$22.01 - $66.82 $99,705 - $302,694	-4,530 Reduced 20.39%	17,682 $401,000
Q3 2024 Oct 16, 2024	BUY	$59.93 - $66.52 $887,443 - $985,028	14,808 Added 200.0%	22,212 $1.48 Million

Q4 2023 Jan 23, 2024	SELL	$47.61 - $55.91 $22,805 - $26,780	-479 Reduced 6.08%	7,404 $412,000
Q3 2023 Oct 10, 2023	SELL	$49.59 - $53.57 $18,596 - $20,088	-375 Reduced 4.54%	7,883 $392,000
Q1 2023 Apr 20, 2023	BUY	$44.47 - $49.23 $62,258 - $68,922	1,400 Added 20.41%	8,258 $395,000
Q2 2022 Aug 02, 2022	BUY	$42.93 - $53.98 $2,575 - $3,238	60 Added 0.88%	6,858 $331,000
Q1 2022 May 05, 2022	BUY	$49.15 - $56.85 $75,691 - $87,549	1,540 Added 29.29%	6,798 $344,000
Q4 2021 Jan 11, 2022	BUY	$51.87 - $56.86 $1,659 - $1,819	32 Added 0.61%	5,258 $581,000
Q3 2021 Oct 19, 2021	SELL	$51.32 - $54.83 $4,721 - $5,044	-92 Reduced 1.73%	5,226 $564,000
Q1 2021 Apr 06, 2021	SELL	$44.89 - $48.81 $1,346 - $1,464	-30 Reduced 0.56%	5,318 $527,000
Q4 2020 Feb 19, 2021	SELL	$39.03 - $45.5 $38,444 - $44,817	-985 Reduced 15.55%	5,348 $514,000
Q3 2020 Nov 04, 2020	SELL	$36.93 - $42.52 $20,717 - $23,853	-561 Reduced 8.14%	6,333 $500,000
Q2 2020 Aug 11, 2020	BUY	$28.84 - $38.49 $19,899 - $26,558	690 Added 11.12%	6,894 $551,000
Q1 2020 Apr 23, 2020	SELL	$26.18 - $40.44 $114,746 - $177,248	-4,383 Reduced 41.4%	6,204 $406,000
Q4 2019 Jan 14, 2020	SELL	$34.47 - $38.58 $100,686 - $112,692	-2,921 Reduced 21.62%	10,587 $829,000
Q3 2019 Nov 26, 2019	BUY	$35.32 - $36.13 $477,102 - $488,044	13,508 New	13,508 $1.01 Million

Others Institutions Holding SCHB

# of Institutions

1,386

Shares Held

493M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Uma Financial Services, Inc. Schwab Strategic Tr Us Broad M Transaction History