Walkner Condon Financial Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Walkner Condon Financial Advisors LLC

  • $686 Million
  • Q4 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 23,338 shares of SCHB stock, worth $602,587. This represents 0.09% of its overall portfolio holdings.

Number of Shares
23,338
Previous 23,837 2.09%
Holding current value
$602,587
Previous $612,000 1.63%
% of portfolio
0.09%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$25.2 - $26.46 $12,574 - $13,203
-499 Reduced 2.09%
23,338 $602,000
Q2 2025

Aug 06, 2025
BUY
$19.1 - $23.83 $29,948 - $37,365
1,568 Added 7.04%
23,837 $568,000
Q1 2025

Apr 22, 2025
BUY
$21.23 - $23.75 $33,437 - $37,406
1,575 Added 7.61%
22,269 $479,000
Q4 2024

Jan 29, 2025
BUY
$22.01 - $66.82 $303,649 - $921,848
13,796 Added 200.0%
20,694 $469,000
Q4 2023

Jan 23, 2024
BUY
$47.61 - $55.91 $13,521 - $15,878
284 Added 4.29%
6,898 $384,000
Q3 2022

Oct 28, 2022
SELL
$41.99 - $50.63 $18,391 - $22,175
-438 Reduced 6.21%
6,614 $278,000
Q2 2022

Aug 04, 2022
BUY
$42.93 - $53.98 $89,380 - $112,386
2,082 Added 41.89%
7,052 $312,000
Q1 2022

May 03, 2022
BUY
$49.15 - $56.85 $122,137 - $141,272
2,485 Added 100.0%
4,970 $265 Million
Q4 2021

Feb 11, 2022
BUY
$51.87 - $56.86 $128,896 - $141,297
2,485 New
2,485 $0

Others Institutions Holding SCHB

# of Institutions
1,394
Shares Held
495M
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
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