Westshore Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Westshore Wealth, LLC

  • $285 Million
  • Q3 2025

A detailed history of Westshore Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Westshore Wealth, LLC holds 8,477 shares of SCHB stock, worth $218,876. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,477
Previous 8,457 0.24%
Holding current value
$218,876
Previous $201,000 7.96%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 17, 2025
BUY
$23.82 - $25.84 $476 - $516
20 Added 0.24%
8,477 $217,000
Q2 2025

Jul 09, 2025
BUY
$19.1 - $23.83 $161,528 - $201,530
8,457 New
8,457 $201,000

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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