Spring Vest Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Spring Vest Wealth Management LLC

  • $123 Billion
  • Q2 2025

A detailed history of Spring Vest Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 47,552 shares of SCHB stock, worth $1.22 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
47,552
Previous 36,359 30.78%
Holding current value
$1.22 Million
Previous $783 Million 44.76%
% of portfolio
0.92%
Previous 0.65%

Shares

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

Jul 23, 2025
BUY
$19.1 - $23.83 $213,786 - $266,729
11,193 Added 30.78%
47,552 $1.13 Billion
Q4 2024

Mar 10, 2025
BUY
$22.01 - $66.82 $800,261 - $2.43 Million
36,359 New
36,359 $825 Million

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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