Aquire Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Aquire Wealth Advisors, LLC

$406 Million
Q3 2025

A detailed history of Aquire Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 25,261 shares of SCHB stock, worth $649,965. This represents 0.16% of its overall portfolio holdings.

Number of Shares

25,261

Previous 25,261 -0.0%

Holding current value

$649,965

Previous $601,000 7.99%

% of portfolio

0.16%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $358,322 - $1.09 Million	16,280 Added 181.27%	25,261 $573,000
Q1 2024 May 13, 2024	BUY	$54.61 - $61.05 $4,969 - $5,555	91 Added 1.02%	8,981 $548,000
Q4 2023 Jan 11, 2024	SELL	$47.61 - $55.91 $8,093 - $9,504	-170 Reduced 1.88%	8,890 $494,000
Q2 2022 Jul 27, 2022	BUY	$42.93 - $53.98 $2,146 - $2,699	50 Added 0.55%	9,060 $400,000
Q1 2022 Apr 28, 2022	BUY	$49.15 - $56.85 $225,008 - $260,259	4,578 Added 103.29%	9,010 $481,000
Q4 2021 Feb 09, 2022	BUY	$51.87 - $56.86 $229,887 - $252,003	4,432 New	4,432 $501,000

Others Institutions Holding SCHB

# of Institutions

1,348

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Aquire Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History