Barnes Wealth Management Group, Inc Schwab Strategic Tr Us Broad M Transaction History

Barnes Wealth Management Group, Inc

  • $169 Billion
  • Q2 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 17,338 shares of SCHB stock, worth $446,106. This represents 0.24% of its overall portfolio holdings.

Number of Shares
17,338
Previous 17,293 0.26%
Holding current value
$446,106
Previous $372 Million 10.97%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Aug 27, 2025
BUY
$19.1 - $23.83 $859 - $1,072
45 Added 0.26%
17,338 $413 Million
Q1 2025

May 14, 2025
BUY
$21.23 - $23.75 $84,920 - $95,000
4,000 Added 30.09%
17,293 $372 Million
Q4 2024

May 12, 2025
BUY
$22.01 - $66.82 $292,578 - $888,238
13,293 New
13,293 $302 Million

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

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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