A detailed history of Everstar Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Everstar Asset Management, LLC holds 63,019 shares of SCHB stock, worth $1.6 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
63,019
Previous 64,625 2.49%
Holding current value
$1.6 Million
Previous $1.39 Billion 7.93%
% of portfolio
0.92%
Previous 0.92%

Shares

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

Aug 13, 2025

SELL
$19.1 - $23.83 $30,674 - $38,270
-1,606 Reduced 2.49%
63,019 $1.5 Billion
Q1 2025

Aug 08, 2025

BUY
$21.23 - $23.75 $99,335 - $111,126
4,679 Added 7.81%
64,625 $1.39 Billion
Q1 2025

May 15, 2025

SELL
$21.23 - $23.75 $125,554 - $140,457
-5,914 Reduced 8.98%
59,946 $1.32 Billion
Q4 2024

Feb 12, 2025

BUY
$22.01 - $66.82 $914,163 - $2.78 Million
41,534 Added 170.74%
65,860 $1.5 Billion
Q3 2024

Nov 12, 2024

BUY
$59.93 - $66.52 $1.46 Million - $1.62 Million
24,326 New
24,326 $1.62 Billion

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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