Great Waters Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Great Waters Wealth Management

  • $769 Billion
  • Q2 2025

A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Great Waters Wealth Management holds 98,650 shares of SCHB stock, worth $2.42 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
98,650
Previous 102,246 3.52%
Holding current value
$2.42 Million
Previous $2.2 Billion 6.79%
% of portfolio
0.31%
Previous 0.31%

Shares

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

Jul 11, 2025
SELL
$19.1 - $23.83 $68,683 - $85,692
-3,596 Reduced 3.52%
98,650 $2.35 Billion
Q1 2025

Apr 14, 2025
SELL
$21.23 - $23.75 $57,236 - $64,030
-2,696 Reduced 2.57%
102,246 $2.2 Billion
Q4 2024

Jan 16, 2025
BUY
$22.01 - $66.82 $1.52 Million - $4.63 Million
69,221 Added 193.78%
104,942 $2.38 Billion
Q3 2024

Oct 04, 2024
SELL
$59.93 - $66.52 $47,524 - $52,750
-793 Reduced 2.17%
35,721 $2.38 Billion
Q2 2024

Jul 08, 2024
SELL
$57.57 - $63.3 $63,845 - $70,199
-1,109 Reduced 2.95%
36,514 $2.3 Billion
Q1 2024

Apr 08, 2024
BUY
$54.61 - $61.05 $8,628 - $9,645
158 Added 0.42%
37,623 $2.3 Billion
Q4 2023

Jan 19, 2024
SELL
$47.61 - $55.91 $32,089 - $37,683
-674 Reduced 1.77%
37,465 $2.05 Billion
Q3 2023

Oct 11, 2023
SELL
$49.59 - $53.57 $117,825 - $127,282
-2,376 Reduced 5.86%
38,139 $1.91 Billion
Q2 2023

Jul 07, 2023
SELL
$47.08 - $51.7 $23,634 - $25,953
-502 Reduced 1.22%
40,515 $2.09 Billion
Q1 2023

Apr 25, 2023
SELL
$44.47 - $49.23 $26,103 - $28,898
-587 Reduced 1.41%
41,017 $1.97 Billion
Q4 2022

Feb 03, 2023
BUY
$41.94 - $47.81 $1.74 Million - $1.99 Million
41,604 New
41,604 $1.96 Billion

Others Institutions Holding SCHB

# of Institutions
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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More about SCHB
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