Topsail Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Topsail Wealth Management, LLC

  • $547 Billion
  • Q2 2025

A detailed history of Topsail Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 120,390 shares of SCHB stock, worth $3.1 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
120,390
Previous 148,841 19.12%
Holding current value
$3.1 Million
Previous $3.2 Billion 10.47%
% of portfolio
0.52%
Previous 0.65%

Shares

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

Jul 31, 2025
SELL
$19.1 - $23.83 $543,414 - $677,987
-28,451 Reduced 19.12%
120,390 $2.87 Billion
Q1 2025

Apr 30, 2025
BUY
$21.23 - $23.75 $108,973 - $121,908
5,133 Added 3.57%
148,841 $3.2 Billion
Q4 2024

Feb 14, 2025
BUY
$22.01 - $66.82 $3.16 Million - $9.6 Million
143,708 New
143,708 $3.26 Billion

Others Institutions Holding SCHB

# of Institutions
1,347
Shares Held
564M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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