Baker Tilly Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Baker Tilly Wealth Management, LLC

  • $273 Million
  • Q2 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 26,874 shares of SCHB stock, worth $658,681. This represents 0.23% of its overall portfolio holdings.

Number of Shares
26,874
Previous 26,842 0.12%
Holding current value
$658,681
Previous $575,000 11.3%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Jul 10, 2025
BUY
$19.1 - $23.83 $611 - $762
32 Added 0.12%
26,874 $640,000
Q1 2025

Apr 09, 2025
BUY
$21.23 - $23.75 $721 - $807
34 Added 0.13%
26,842 $575,000
Q4 2024

Jan 10, 2025
BUY
$22.01 - $66.82 $391,866 - $1.19 Million
17,804 Added 197.73%
26,808 $608,000
Q3 2024

Oct 24, 2024
BUY
$59.93 - $66.52 $1,258 - $1,396
21 Added 0.23%
9,004 $598,000
Q4 2023

Jan 10, 2024
SELL
$47.61 - $55.91 $270,234 - $317,345
-5,676 Reduced 38.72%
8,983 $500,000
Q3 2023

Oct 10, 2023
SELL
$49.59 - $53.57 $188,144 - $203,244
-3,794 Reduced 20.56%
14,659 $730,000
Q2 2023

Jul 20, 2023
SELL
$47.08 - $51.7 $201,549 - $221,327
-4,281 Reduced 18.83%
18,453 $954,000
Q1 2023

Apr 12, 2023
SELL
$44.47 - $49.23 $952,636 - $1.05 Million
-21,422 Reduced 48.51%
22,734 $1.09 Million
Q4 2022

Jan 26, 2023
BUY
$41.94 - $47.81 $168,347 - $191,909
4,014 Added 10.0%
44,156 $0
Q3 2022

Oct 20, 2022
SELL
$41.99 - $50.63 $66,302 - $79,944
-1,579 Reduced 3.78%
40,142 $1.69 Million
Q2 2022

Jul 28, 2022
BUY
$42.93 - $53.98 $1.79 Million - $2.25 Million
41,721 New
41,721 $1.84 Million

Others Institutions Holding SCHB

# of Institutions
1,333
Shares Held
495M
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
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