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

Walker Financial Services, Inc.

  • $257 Billion
  • Q3 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 427,492 shares of SCHB stock, worth $11 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares
427,492
Holding current value
$11 Million
% of portfolio
4.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,376
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
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More about SCHB
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