Almanack Investment Partners, Llc. Schwab Strategic Tr Us Broad M Transaction History

Almanack Investment Partners, Llc.

  • $591 Million
  • Q2 2025

A detailed history of Almanack Investment Partners, Llc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Almanack Investment Partners, Llc. holds 100,593 shares of SCHB stock, worth $2.47 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
100,593
Previous 345,531 70.89%
Holding current value
$2.47 Million
Previous $7.44 Million 67.78%
% of portfolio
0.41%
Previous 1.49%

Shares

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

Jul 25, 2025
SELL
$19.1 - $23.83 $4.68 Million - $5.84 Million
-244,938 Reduced 70.89%
100,593 $2.4 Million
Q1 2025

Apr 24, 2025
SELL
$21.23 - $23.75 $4.86 Million - $5.44 Million
-228,917 Reduced 39.85%
345,531 $7.44 Million
Q4 2024

Jan 28, 2025
BUY
$22.01 - $66.82 $7.7 Million - $23.4 Million
349,782 Added 155.69%
574,448 $13 Million
Q3 2024

Oct 31, 2024
SELL
$59.93 - $66.52 $596,603 - $662,206
-9,955 Reduced 4.24%
224,666 $14.9 Million
Q2 2024

Aug 09, 2024
SELL
$57.57 - $63.3 $161,426 - $177,493
-2,804 Reduced 1.18%
234,621 $14.8 Million
Q1 2024

May 01, 2024
BUY
$54.61 - $61.05 $3.49 Million - $3.9 Million
63,845 Added 36.78%
237,425 $14.5 Million
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $4.86 Million - $5.71 Million
102,104 Added 142.85%
173,580 $9.66 Million
Q3 2023

Oct 05, 2023
SELL
$49.59 - $53.57 $1.76 Million - $1.91 Million
-35,565 Reduced 33.23%
71,476 $3.56 Million
Q2 2023

Aug 07, 2023
SELL
$47.08 - $51.7 $853,795 - $937,579
-18,135 Reduced 14.49%
107,041 $5.53 Million
Q1 2023

May 08, 2023
SELL
$44.47 - $49.23 $202,516 - $224,193
-4,554 Reduced 3.51%
125,176 $5.99 Million
Q4 2022

Feb 08, 2023
BUY
$41.94 - $47.81 $5.44 Million - $6.2 Million
129,730 New
129,730 $5.81 Million
Q2 2022

Aug 12, 2022
SELL
$42.93 - $53.98 $5.02 Million - $6.31 Million
-116,955 Reduced 11.3%
918,327 $40.6 Million
Q1 2022

May 13, 2022
BUY
$49.15 - $56.85 $23 Million - $26.6 Million
467,117 Added 82.22%
1,035,282 $55.3 Million
Q4 2021

Feb 11, 2022
BUY
$51.87 - $56.86 $683,750 - $749,528
13,182 Added 2.38%
568,165 $64.2 Million
Q3 2021

Nov 04, 2021
BUY
$51.32 - $54.83 $5.78 Million - $6.17 Million
112,569 Added 25.44%
554,983 $57.6 Million
Q2 2021

Aug 04, 2021
BUY
$48.92 - $52.14 $1.85 Million - $1.97 Million
37,808 Added 9.34%
442,414 $46.1 Million
Q1 2021

May 11, 2021
BUY
$44.89 - $48.81 $1.67 Million - $1.82 Million
37,304 Added 10.16%
404,606 $39.1 Million
Q4 2020

Feb 03, 2021
BUY
$39.03 - $45.5 $182,113 - $212,303
4,666 Added 1.29%
367,302 $33.4 Million
Q3 2020

Nov 12, 2020
BUY
$36.93 - $42.52 $789,341 - $908,822
21,374 Added 6.26%
362,636 $30.7 Million
Q2 2020

Aug 10, 2020
BUY
$28.84 - $38.49 $1.01 Million - $1.35 Million
34,979 Added 11.42%
341,262 $25.1 Million
Q1 2020

May 13, 2020
BUY
$26.18 - $40.44 $235,724 - $364,121
9,004 Added 3.03%
306,283 $18.5 Million
Q4 2019

Feb 10, 2020
BUY
$34.47 - $38.58 $1.22 Million - $1.37 Million
35,447 Added 13.54%
297,279 $22.9 Million
Q3 2019

Nov 08, 2019
BUY
$35.32 - $36.13 $2.17 Million - $2.22 Million
61,477 Added 30.68%
261,832 $18.6 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-1,641 Reduced 0.81%
200,355 $0
Q1 2019

May 15, 2019
SELL
N/A
-1,976 Reduced 0.97%
201,996 $13.7 Million
Q4 2018

Jan 25, 2019
SELL
N/A
-145,989 Reduced 41.72%
203,972 $12.2 Million
Q3 2018

Nov 13, 2018
BUY
N/A
72,144 Added 25.97%
349,961 $23.7 Million
Q2 2018

Aug 15, 2018
BUY
N/A
40,718 Added 17.17%
277,817 $18.3 Million
Q1 2018

May 15, 2018
BUY
N/A
34,385 Added 16.96%
237,099 $15.1 Million
Q4 2017

Feb 13, 2018
BUY
N/A
31,924 Added 18.69%
202,714 $13.2 Million
Q3 2017

Nov 13, 2017
BUY
N/A
170,790
170,790 $10.4 Million

Others Institutions Holding SCHB

# of Institutions
1,342
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
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Almanack Investment Partners, Llc. Portfolio

Follow Almanack Investment Partners, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Almanack Investment Partners, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Almanack Investment Partners, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email