Adviser Investments LLC Schwab Strategic Tr Us Broad M Transaction History

Adviser Investments LLC

$7.85 Billion
Q2 2025

A detailed history of Adviser Investments LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Adviser Investments LLC holds 96,875 shares of SCHB stock, worth $2.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

96,875

Previous 109,572 11.59%

Holding current value

$2.38 Million

Previous $2.36 Million 2.16%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$19.1 - $23.83 $242,512 - $302,569	-12,697 Reduced 11.59%	96,875 $2.31 Million
Q1 2025 May 13, 2025	BUY	$21.23 - $23.75 $12,143 - $13,585	572 Added 0.52%	109,572 $2.36 Million
Q4 2024 Feb 12, 2025	BUY	$22.01 - $66.82 $1.6 Million - $4.86 Million	72,677 Added 200.09%	109,000 $2.47 Million
Q3 2024 Nov 08, 2024	SELL	$59.93 - $66.52 $61,128 - $67,850	-1,020 Reduced 2.73%	36,323 $2.42 Million
Q2 2024 Aug 12, 2024	SELL	$57.57 - $63.3 $97,869 - $107,610	-1,700 Reduced 4.35%	37,343 $2.35 Million
Q1 2024 Apr 29, 2024	SELL	$54.61 - $61.05 $6,717 - $7,509	-123 Reduced 0.31%	39,043 $2.38 Million
Q4 2023 Feb 01, 2024	BUY	$47.61 - $55.91 $6,998 - $8,218	147 Added 0.38%	39,166 $2.18 Million
Q3 2023 Oct 11, 2023	BUY	$49.59 - $53.57 $595 - $642	12 Added 0.03%	39,019 $1.95 Million
Q2 2023 Aug 04, 2023	BUY	$47.08 - $51.7 $1.84 Million - $2.02 Million	39,007 New	39,007 $2.02 Million

Others Institutions Holding SCHB

# of Institutions

1,342

Shares Held

496M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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Adviser Investments LLC Schwab Strategic Tr Us Broad M Transaction History