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

Benchmark Wealth Management, LLC

$206 Million
Q1 2025

A detailed history of Benchmark Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 197,174 shares of SCHB stock, worth $4 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

197,174

Previous 199,659 1.24%

Holding current value

$4 Million

Previous $4.53 Million 6.73%

% of portfolio

2.06%

Previous 2.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	SELL	$21.23 - $23.75 $52,756 - $59,018	-2,485 Reduced 1.24%	197,174 $4.23 Million
Q4 2024 Jan 07, 2025	BUY	$22.01 - $66.82 $3.05 Million - $9.26 Million	138,517 Added 226.55%	199,659 $4.53 Million
Q3 2024 Oct 18, 2024	BUY	$59.93 - $66.52 $198,548 - $220,380	3,313 Added 5.73%	61,142 $4.07 Million
Q2 2024 Jul 08, 2024	BUY	$57.57 - $63.3 $7,944 - $8,735	138 Added 0.24%	57,829 $3.64 Million
Q1 2024 Apr 08, 2024	BUY	$54.61 - $61.05 $275,125 - $307,569	5,038 Added 9.57%	57,691 $3.52 Million
Q4 2023 Jan 19, 2024	BUY	$47.61 - $55.91 $291,087 - $341,833	6,114 Added 13.14%	52,653 $2.93 Million
Q3 2023 Oct 16, 2023	BUY	$49.59 - $53.57 $19,984 - $21,588	403 Added 0.87%	46,539 $2.32 Million
Q1 2023 Apr 17, 2023	BUY	$44.47 - $49.23 $44 - $49	1 Added 0.0%	46,136 $2.21 Million
Q4 2022 Feb 07, 2023	BUY	$41.94 - $47.81 $421,287 - $480,251	10,045 Added 27.83%	46,135 $2.07 Million
Q1 2022 Apr 14, 2022	BUY	$49.15 - $56.85 $905,687 - $1.05 Million	18,427 Added 104.33%	36,090 $1.93 Million
Q4 2021 Jan 21, 2022	BUY	$51.87 - $56.86 $23,393 - $25,643	451 Added 2.62%	17,663 $2 Million
Q4 2019 Jan 28, 2020	BUY	$34.47 - $38.58 $593,297 - $664,038	17,212 New	17,212 $1.32 Million

Others Institutions Holding SCHB

# of Institutions

1,271

Shares Held

482M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Benchmark Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History