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

Waterford Advisors, LLC

  • $289 Billion
  • Q3 2025

A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Waterford Advisors, LLC holds 22,944 shares of SCHB stock, worth $592,414. This represents 0.2% of its overall portfolio holdings.

Number of Shares
22,944
Previous 139,009 83.49%
Holding current value
$592,414
Previous $3.31 Million 17710.69%
% of portfolio
0.2%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
$23.82 - $25.84 $2.76 Million - $3 Million
-116,065 Reduced 83.49%
22,944 $590 Million
Q2 2025

Aug 14, 2025
BUY
$19.1 - $23.83 $2.22 Million - $2.77 Million
116,065 Added 505.86%
139,009 $3.31 Million
Q4 2024

Feb 14, 2025
BUY
$22.01 - $66.82 $336,664 - $1.02 Million
15,296 Added 200.0%
22,944 $520,000
Q4 2023

Feb 13, 2024
SELL
$47.61 - $55.91 $19,662 - $23,090
-413 Reduced 5.12%
7,648 $425,000
Q1 2023

May 02, 2023
SELL
$44.47 - $49.23 $1,334 - $1,476
-30 Reduced 0.37%
8,061 $386,000
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $339,336 - $386,830
8,091 New
8,091 $363,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
501M
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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