Baldwin Investment Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Baldwin Investment Management, LLC

$810 Million
Q1 2025

A detailed history of Baldwin Investment Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Baldwin Investment Management, LLC holds 19,279 shares of SCHB stock, worth $472,913. This represents 0.05% of its overall portfolio holdings.

Number of Shares

19,279

Holding current value

$472,913

% of portfolio

0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$21.23 - $23.75 $409,293 - $457,876	19,279 New	19,279 $415,000
Q2 2022 Aug 02, 2022	SELL	$42.93 - $53.98 $171,720 - $215,920	-4,000 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $98,300 - $113,700	2,000 Added 100.0%	4,000 $214,000
Q4 2021 Feb 11, 2022	SELL	$51.87 - $56.86 $2,022 - $2,217	-39 Reduced 1.91%	2,000 $226,000
Q2 2021 Aug 16, 2021	BUY	$48.92 - $52.14 $99,747 - $106,313	2,039 New	2,039 $213,000
Q1 2021 May 14, 2021	SELL	$44.89 - $48.81 $134,355 - $146,088	-2,993 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$39.03 - $45.5 $116,816 - $136,181	2,993 New	2,993 $272,000
Q1 2018 May 11, 2018	SELL	N/A	-4,370 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	3 Added 0.07%	4,370 $282,000
Q3 2017 Nov 13, 2017	BUY	N/A	4,367	4,367 $266,000

Others Institutions Holding SCHB

# of Institutions

1,341

Shares Held

494M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baldwin Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldwin Investment Management, LLC with notifications on news.

Account

Baldwin Investment Management, LLC Schwab Strategic Tr Us Broad M Transaction History