Accredited Investors Inc. Schwab Strategic Tr Us Broad M Transaction History

Accredited Investors Inc.

  • $1.69 Billion
  • Q2 2025

A detailed history of Accredited Investors Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Accredited Investors Inc. holds 4,883,682 shares of SCHB stock, worth $120 Million. This represents 6.9% of its overall portfolio holdings.

Number of Shares
4,883,682
Previous 4,893,337 0.2%
Holding current value
$120 Million
Previous $105 Million 10.46%
% of portfolio
6.9%
Previous 6.55%

Shares

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

Aug 08, 2025
SELL
$19.1 - $23.83 $184,410 - $230,078
-9,655 Reduced 0.2%
4,883,682 $116 Million
Q1 2025

May 06, 2025
BUY
$21.23 - $23.75 $393,795 - $440,538
18,549 Added 0.38%
4,893,337 $105 Million
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $71.7 Million - $218 Million
3,255,414 Added 201.03%
4,874,788 $111 Million
Q3 2024

Nov 06, 2024
BUY
$59.93 - $66.52 $96.8 Million - $107 Million
1,615,013 Added 37033.09%
1,619,374 $108 Million
Q3 2024

Nov 05, 2024
SELL
$59.93 - $66.52 $96.3 Million - $107 Million
-1,607,264 Reduced 99.73%
4,361 $290,000
Q2 2024

Jul 19, 2024
BUY
$57.57 - $63.3 $33.1 Million - $36.4 Million
575,019 Added 55.47%
1,611,625 $101 Million
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $1.5 Million - $1.68 Million
27,493 Added 2.72%
1,036,606 $63.3 Million
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $4.03 Million - $4.73 Million
84,558 Added 9.15%
1,009,113 $56.2 Million
Q3 2023

Nov 07, 2023
SELL
$49.59 - $53.57 $376,140 - $406,328
-7,585 Reduced 0.81%
924,555 $46.1 Million
Q2 2023

Aug 03, 2023
BUY
$47.08 - $51.7 $1.75 Million - $1.92 Million
37,167 Added 4.15%
932,140 $48.2 Million
Q1 2023

Apr 24, 2023
BUY
$44.47 - $49.23 $6.97 Million - $7.72 Million
156,738 Added 21.23%
894,973 $42.8 Million
Q4 2022

Feb 07, 2023
BUY
$41.94 - $47.81 $10.9 Million - $12.4 Million
260,295 Added 54.46%
738,235 $33.1 Million
Q3 2022

Nov 08, 2022
SELL
$41.99 - $50.63 $666,801 - $804,004
-15,880 Reduced 3.22%
477,940 $20.1 Million
Q2 2022

Jul 21, 2022
SELL
$42.93 - $53.98 $381,390 - $479,558
-8,884 Reduced 1.77%
493,820 $21.8 Million
Q1 2022

May 06, 2022
BUY
$49.15 - $56.85 $12.4 Million - $14.4 Million
252,551 Added 100.96%
502,704 $26.8 Million
Q4 2021

Jan 31, 2022
SELL
$51.87 - $56.86 $204,004 - $223,630
-3,933 Reduced 1.55%
250,153 $28.3 Million
Q3 2021

Nov 12, 2021
SELL
$51.32 - $54.83 $263,938 - $281,990
-5,143 Reduced 1.98%
254,086 $26.4 Million
Q2 2021

Jul 30, 2021
SELL
$48.92 - $52.14 $72,108 - $76,854
-1,474 Reduced 0.57%
259,229 $27 Million
Q1 2021

Apr 16, 2021
SELL
$44.89 - $48.81 $383,225 - $416,690
-8,537 Reduced 3.17%
260,703 $25.2 Million
Q4 2020

Feb 11, 2021
SELL
$39.03 - $45.5 $791,684 - $922,922
-20,284 Reduced 7.01%
269,240 $24.5 Million
Q3 2020

Nov 05, 2020
SELL
$36.93 - $42.52 $5.29 Million - $6.09 Million
-143,279 Reduced 33.1%
289,524 $0
Q2 2020

Jul 29, 2020
SELL
$28.84 - $38.49 $1.27 Million - $1.69 Million
-43,909 Reduced 9.21%
432,803 $31.8 Million
Q1 2020

May 15, 2020
BUY
$26.18 - $40.44 $130,612 - $201,755
4,989 Added 1.06%
476,712 $28.8 Million
Q4 2019

Jan 23, 2020
BUY
$34.47 - $38.58 $755,927 - $846,059
21,930 Added 4.88%
471,723 $36.3 Million
Q3 2019

Nov 14, 2019
SELL
$35.32 - $36.13 $543,256 - $555,715
-15,381 Reduced 3.31%
449,793 $31.9 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-8,360 Reduced 1.77%
465,174 $0
Q1 2019

Apr 17, 2019
SELL
N/A
-17,635 Reduced 3.59%
473,534 $32.2 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-19,662 Reduced 3.85%
491,169 $29.4 Million
Q3 2018

Oct 23, 2018
SELL
N/A
-105,252 Reduced 17.08%
510,831 $36 Million
Q2 2018

Jul 31, 2018
SELL
N/A
-20,201 Reduced 3.17%
616,083 $40.7 Million
Q1 2018

Apr 18, 2018
SELL
N/A
-11,579 Reduced 1.79%
636,284 $40.6 Million
Q4 2017

Jan 17, 2018
SELL
N/A
-19,950 Reduced 2.99%
647,863 $41.8 Million
Q3 2017

Oct 30, 2017
BUY
N/A
667,813
667,813 $40.7 Million

Others Institutions Holding SCHB

# of Institutions
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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