Vestwell Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Vestwell Advisors, LLC

  • $280 Billion
  • Q3 2025

A detailed history of Vestwell Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Vestwell Advisors, LLC holds 436,091 shares of SCHB stock, worth $11.3 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares
436,091
Previous 448,494 2.77%
Holding current value
$11.3 Million
Previous $10.7 Billion 4.91%
% of portfolio
4.0%
Previous 4.82%

Shares

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

Dec 05, 2025
SELL
$23.82 - $25.84 $295,439 - $320,493
-12,403 Reduced 2.77%
436,091 $11.2 Billion
Q2 2025

Sep 29, 2025
BUY
$19.1 - $23.83 $8.57 Million - $10.7 Million
448,494 New
448,494 $10.7 Billion

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
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