Axos Invest Inc. Schwab Strategic Tr Us Broad M Transaction History

Axos Invest Inc.

$134 Billion
Q3 2025

A detailed history of Axos Invest Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Axos Invest Inc. holds 127,576 shares of SCHB stock, worth $3.29 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares

127,576

Previous 159,427 19.98%

Holding current value

$3.29 Million

Previous $3.8 Billion 13.67%

% of portfolio

2.46%

Previous 2.87%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$23.82 - $25.84 $758,690 - $823,029	-31,851 Reduced 19.98%	127,576 $3.28 Billion
Q2 2025 Jul 23, 2025	SELL	$19.1 - $23.83 $127,874 - $159,541	-6,695 Reduced 4.03%	159,427 $3.8 Billion
Q1 2025 Apr 22, 2025	BUY	$21.23 - $23.75 $115,937 - $129,698	5,461 Added 3.4%	166,122 $3.58 Billion
Q4 2024 Jan 28, 2025	BUY	$22.01 - $66.82 $1.86 Million - $5.66 Million	84,684 Added 111.46%	160,661 $3.65 Billion
Q3 2024 Nov 08, 2024	BUY	$59.93 - $66.52 $4.55 Million - $5.05 Million	75,977 New	75,977 $5.05 Billion

Others Institutions Holding SCHB

# of Institutions

1,378

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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