Westmount Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Westmount Partners, LLC

  • $401 Billion
  • Q4 2025

A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Westmount Partners, LLC holds 32,834 shares of SCHB stock, worth $847,773. This represents 0.21% of its overall portfolio holdings.

Number of Shares
32,834
Previous 32,802 0.1%
Holding current value
$847,773
Previous $846 Million 1.77%
% of portfolio
0.21%
Previous 0.22%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$25.2 - $26.46 $806 - $846
32 Added 0.1%
32,834 $861 Million
Q3 2025

Oct 14, 2025
SELL
$23.82 - $25.84 $12,219 - $13,255
-513 Reduced 1.54%
32,802 $846 Million
Q2 2025

Jul 09, 2025
SELL
$19.1 - $23.83 $14,439 - $18,015
-756 Reduced 2.22%
33,315 $794 Million
Q1 2025

May 01, 2025
BUY
$21.23 - $23.75 $2,038 - $2,280
96 Added 0.28%
34,071 $734 Million
Q4 2024

Jan 13, 2025
BUY
$22.01 - $66.82 $499,098 - $1.52 Million
22,676 Added 200.69%
33,975 $771 Million
Q3 2024

Jan 13, 2025
BUY
$59.93 - $66.52 $677,149 - $751,609
11,299 New
11,299 $752 Million
Q2 2024

Jan 28, 2025
BUY
$57.57 - $63.3 $7,196 - $7,912
125 Added 1.12%
11,260 $709 Million
Q1 2024

Jan 28, 2025
BUY
$54.61 - $61.05 $27,960 - $31,257
512 Added 4.82%
11,135 $680 Million
Q4 2023

Jan 28, 2025
BUY
$47.61 - $55.91 $20,615 - $24,209
433 Added 4.25%
10,623 $591 Million
Q3 2023

Jan 28, 2025
BUY
$49.59 - $53.57 $5,554 - $5,999
112 Added 1.11%
10,190 $508 Million
Q2 2023

Jan 28, 2025
SELL
$47.08 - $51.7 $1.13 Million - $1.24 Million
-23,897 Reduced 70.34%
10,078 $521 Million
Q1 2023

Jan 29, 2025
SELL
$44.47 - $49.23 $1.07 Million - $1.19 Million
-24,171 Reduced 71.14%
9,804 $469 Million
Q4 2022

Jan 28, 2025
SELL
$41.94 - $47.81 $1.01 Million - $1.16 Million
-24,196 Reduced 71.22%
9,779 $438 Million

Others Institutions Holding SCHB

# of Institutions
1,386
Shares Held
493M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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