Wealth Group LTD Schwab Strategic Tr Us Broad M Transaction History

Wealth Group LTD

$447 Billion
Q4 2025

A detailed history of Wealth Group LTD transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Group LTD holds 111,054 shares of SCHB stock, worth $2.87 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

111,054

Previous 120,799 8.07%

Holding current value

$2.87 Million

Previous $3.11 Billion 6.21%

% of portfolio

0.65%

Previous 0.72%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$25.2 - $26.46 $245,574 - $257,852	-9,745 Reduced 8.07%	111,054 $2.91 Billion
Q3 2025 Oct 08, 2025	SELL	$23.82 - $25.84 $404,749 - $439,073	-16,992 Reduced 12.33%	120,799 $3.11 Billion
Q2 2025 Jul 16, 2025	SELL	$19.1 - $23.83 $194,839 - $243,089	-10,201 Reduced 6.89%	137,791 $3.28 Billion
Q1 2025 Apr 10, 2025	SELL	$21.23 - $23.75 $7,112 - $7,956	-335 Reduced 0.23%	147,992 $3.19 Billion
Q4 2024 Jan 08, 2025	BUY	$22.01 - $66.82 $2.14 Million - $6.49 Million	97,065 Added 189.35%	148,327 $3.37 Billion

Q3 2024 Oct 08, 2024	SELL	$59.93 - $66.52 $13,544 - $15,033	-226 Reduced 0.44%	51,262 $3.41 Billion
Q2 2024 Jul 09, 2024	SELL	$57.57 - $63.3 $25,158 - $27,662	-437 Reduced 0.84%	51,488 $3.24 Billion
Q1 2024 May 13, 2024	SELL	$54.61 - $61.05 $5,406 - $6,043	-99 Reduced 0.19%	51,925 $3.15 Billion
Q4 2023 Feb 07, 2024	BUY	$47.61 - $55.91 $2.48 Million - $2.91 Million	52,024 New	52,024 $2.99 Billion

Others Institutions Holding SCHB

# of Institutions

1,387

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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