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

Walker Financial Services, Inc.

$276 Billion
Q4 2025

A detailed history of Walker Financial Services, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Walker Financial Services, Inc. holds 621,182 shares of SCHB stock, worth $16 Million. This represents 5.9% of its overall portfolio holdings.

Number of Shares

621,182

Previous 427,492 45.31%

Holding current value

$16 Million

Previous $11 Billion 48.25%

% of portfolio

5.9%

Previous 4.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$25.2 - $26.46 $4.88 Million - $5.13 Million	193,690 Added 45.31%	621,182 $16.3 Billion
Q3 2025 Oct 07, 2025	BUY	$23.82 - $25.84 $10.2 Million - $11 Million	427,492 New	427,492 $11 Billion
Q2 2023 Jul 11, 2023	SELL	$47.08 - $51.7 $188 - $206	-4 Reduced 0.09%	4,208 $218 Million
Q1 2023 May 10, 2023	BUY	$44.47 - $49.23 $187,307 - $207,356	4,212 New	4,212 $202 Million
Q2 2022 Jun 06, 2023	SELL	$42.93 - $53.98 $199,581 - $250,953	-4,649 Closed	0 $0

Q1 2022 Jun 06, 2023	BUY	$49.15 - $56.85 $21,478 - $24,843	437 Added 10.38%	4,649 $248 Million

Others Institutions Holding SCHB

# of Institutions

1,394

Shares Held

496M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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