Adamsbrown Wealth Consultants LLC Schwab Strategic Tr Us Broad M Transaction History

Adamsbrown Wealth Consultants LLC

$305 Million
Q1 2025

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 14,354 shares of SCHB stock, worth $330,142. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,354

Previous 14,336 0.13%

Holding current value

$330,142

Previous $325,000 5.54%

% of portfolio

0.1%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$21.23 - $23.75 $382 - $427	18 Added 0.13%	14,354 $307,000
Q4 2024 Jan 24, 2025	BUY	$22.01 - $66.82 $210,701 - $639,667	9,573 Added 200.99%	14,336 $325,000
Q3 2024 Oct 11, 2024	BUY	$59.93 - $66.52 $1,797 - $1,995	30 Added 0.63%	4,763 $316,000
Q1 2024 Apr 30, 2024	BUY	$54.61 - $61.05 $764 - $854	14 Added 0.3%	4,733 $288,000
Q4 2023 Jan 29, 2024	BUY	$47.61 - $55.91 $904 - $1,062	19 Added 0.4%	4,719 $262,000
Q3 2023 Oct 24, 2023	SELL	$49.59 - $53.57 $29,059 - $31,392	-586 Reduced 11.09%	4,700 $234,000
Q2 2023 Jul 12, 2023	BUY	$47.08 - $51.7 $23,963 - $26,315	509 Added 10.66%	5,286 $273,000
Q1 2023 May 10, 2023	BUY	$44.47 - $49.23 $7,871 - $8,713	177 Added 3.85%	4,777 $228,000
Q4 2022 Jan 27, 2023	BUY	$41.94 - $47.81 $192,924 - $219,926	4,600 New	4,600 $0
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $113,045 - $130,755	2,300 Added 100.0%	4,600 $246,000
Q4 2021 Feb 17, 2022	BUY	$51.87 - $56.86 $119,301 - $130,778	2,300 New	2,300 $260,000

Others Institutions Holding SCHB

# of Institutions

1,295

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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Adamsbrown Wealth Consultants LLC Schwab Strategic Tr Us Broad M Transaction History