Winch Advisory Services, LLC Schwab Strategic Tr Us Broad M Transaction History

Winch Advisory Services, LLC

  • $427 Million
  • Q3 2025

A detailed history of Winch Advisory Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Winch Advisory Services, LLC holds 84 shares of SCHB stock, worth $2,168. This represents 0.0% of its overall portfolio holdings.

Number of Shares
84
Previous 84 -0.0%
Holding current value
$2,168
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$19.1 - $23.83 $1,604 - $2,001
84 New
84 $2,000

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
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email