Access Financial Services, Inc. Schwab Strategic Tr Us Broad M Transaction History

Access Financial Services, Inc.

  • $175 Million
  • Q2 2025

A detailed history of Access Financial Services, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Access Financial Services, Inc. holds 14,823 shares of SCHB stock, worth $364,497. This represents 0.2% of its overall portfolio holdings.

Number of Shares
14,823
Previous 15,223 2.63%
Holding current value
$364,497
Previous $326,000 8.28%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Jul 18, 2025
SELL
$19.1 - $23.83 $7,640 - $9,532
-400 Reduced 2.63%
14,823 $353,000
Q1 2025

Apr 17, 2025
BUY
$21.23 - $23.75 $8,810 - $9,856
415 Added 2.8%
15,223 $326,000
Q4 2024

Jan 16, 2025
BUY
$22.01 - $66.82 $325,924 - $989,470
14,808 New
14,808 $336,000
Q1 2019

Apr 26, 2019
SELL
N/A
-11,340 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
N/A
11,340 New
11,340 $680,000

Others Institutions Holding SCHB

# of Institutions
1,326
Shares Held
496M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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More about SCHB
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