Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Broad M Transaction History

Strategic Investment Solutions, Inc. /Il

$331 Billion
Q2 2025

A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 2,613 shares of SCHB stock, worth $64,096. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,613

Previous 2,390 9.33%

Holding current value

$64,096

Previous $51.5 Million 21.04%

% of portfolio

0.02%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$19.1 - $23.83 $4,259 - $5,314	223 Added 9.33%	2,613 $62.3 Million
Q1 2025 May 09, 2025	SELL	$21.23 - $23.75 $7,409 - $8,288	-349 Reduced 12.74%	2,390 $51.5 Million
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $42,809 - $129,964	1,945 Added 244.96%	2,739 $73.8 Million
Q3 2024 Oct 23, 2024	BUY	$59.93 - $66.52 $21,335 - $23,681	356 Added 81.28%	794 $52.8 Million
Q2 2024 Aug 29, 2024	SELL	$57.57 - $63.3 $40,586 - $44,626	-705 Reduced 61.68%	438 $42.1 Million
Q4 2023 Feb 13, 2024	SELL	$47.61 - $55.91 $2.31 Million - $2.71 Million	-48,446 Reduced 97.7%	1,143 $63.7 Million
Q3 2023 Nov 14, 2023	BUY	$49.59 - $53.57 $2.42 Million - $2.61 Million	48,803 Added 6209.03%	49,589 $2.58 Billion
Q2 2023 Aug 15, 2023	SELL	$47.08 - $51.7 $188 - $206	-4 Reduced 0.51%	786 $38.6 Million
Q1 2023 May 15, 2023	BUY	$44.47 - $49.23 $35,131 - $38,891	790 New	790 $37.8 Million

Others Institutions Holding SCHB

# of Institutions

1,342

Shares Held

496M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Strategic Investment Solutions, Inc. /Il Schwab Strategic Tr Us Broad M Transaction History