Bigelow Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Bigelow Investment Advisors, LLC

$226 Million
Q2 2025

A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 87,563 shares of SCHB stock, worth $2.26 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

87,563

Previous 88,666 1.24%

Holding current value

$2.26 Million

Previous $1.91 Million 9.33%

% of portfolio

0.92%

Previous 0.91%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$19.1 - $23.83 $21,067 - $26,284	-1,103 Reduced 1.24%	87,563 $2.09 Million
Q1 2025 Apr 21, 2025	SELL	$21.23 - $23.75 $73,137 - $81,818	-3,445 Reduced 3.74%	88,666 $1.91 Million
Q4 2024 Jan 31, 2025	BUY	$22.01 - $66.82 $1.29 Million - $3.91 Million	58,589 Added 174.78%	92,111 $2.09 Million
Q3 2024 Oct 18, 2024	SELL	$59.93 - $66.52 $136,220 - $151,199	-2,273 Reduced 6.35%	33,522 $2.23 Million
Q2 2024 Aug 08, 2024	SELL	$57.57 - $63.3 $2,936 - $3,228	-51 Reduced 0.14%	35,795 $2.25 Million
Q1 2024 May 08, 2024	SELL	$54.61 - $61.05 $10,485 - $11,721	-192 Reduced 0.53%	35,846 $2.19 Million
Q4 2023 Jan 31, 2024	BUY	$47.61 - $55.91 $50,942 - $59,823	1,070 Added 3.06%	36,038 $2.01 Million
Q3 2023 Oct 31, 2023	SELL	$49.59 - $53.57 $6,843 - $7,392	-138 Reduced 0.39%	34,968 $1.74 Million
Q2 2023 Jul 25, 2023	SELL	$47.08 - $51.7 $65,394 - $71,811	-1,389 Reduced 3.81%	35,106 $1.81 Million
Q1 2023 May 09, 2023	SELL	$44.47 - $49.23 $800 - $886	-18 Reduced 0.05%	36,495 $1.75 Million
Q4 2022 Jan 26, 2023	SELL	$41.94 - $47.81 $102,962 - $117,373	-2,455 Reduced 6.3%	36,513 $0
Q3 2022 Nov 10, 2022	BUY	$41.99 - $50.63 $7,768 - $9,366	185 Added 0.48%	38,968 $1.64 Million
Q2 2022 Jul 18, 2022	SELL	$42.93 - $53.98 $197,520 - $248,361	-4,601 Reduced 10.61%	38,783 $1.71 Million
Q1 2022 Apr 29, 2022	BUY	$49.15 - $56.85 $1.03 Million - $1.19 Million	20,907 Added 93.02%	43,384 $2.32 Million
Q4 2021 Feb 11, 2022	BUY	$51.87 - $56.86 $28,943 - $31,727	558 Added 2.55%	22,477 $2.54 Million
Q3 2021 Nov 04, 2021	BUY	$51.32 - $54.83 $169,048 - $180,610	3,294 Added 17.69%	21,919 $2.28 Million
Q1 2021 May 06, 2021	BUY	$44.89 - $48.81 $21,188 - $23,038	472 Added 2.6%	18,625 $1.8 Million
Q4 2020 Feb 12, 2021	BUY	$39.03 - $45.5 $5,386 - $6,279	138 Added 0.77%	18,153 $1.65 Million
Q3 2020 Nov 10, 2020	SELL	$36.93 - $42.52 $104,807 - $120,671	-2,838 Reduced 13.61%	18,015 $1.44 Million
Q2 2020 Aug 11, 2020	SELL	$28.84 - $38.49 $4,931 - $6,581	-171 Reduced 0.81%	20,853 $1.53 Million
Q1 2020 May 05, 2020	BUY	$26.18 - $40.44 $21,074 - $32,554	805 Added 3.98%	21,024 $1.27 Million
Q4 2019 Jan 31, 2020	BUY	$34.47 - $38.58 $55,289 - $61,882	1,604 Added 8.62%	20,219 $1.55 Million
Q3 2019 Oct 22, 2019	BUY	$35.32 - $36.13 $2,825 - $2,890	80 Added 0.43%	18,615 $1.32 Million
Q2 2019 Jul 17, 2019	BUY	N/A	129 Added 0.7%	18,535 $1.31 Million
Q1 2019 Apr 25, 2019	BUY	N/A	1,168 Added 6.78%	18,406 $1.25 Million
Q4 2018 Jan 29, 2019	BUY	N/A	731 Added 4.43%	17,238 $1.03 Million
Q3 2018 Nov 05, 2018	BUY	N/A	1,832 Added 12.48%	16,507 $1.16 Million
Q2 2018 Jul 19, 2018	SELL	N/A	-51 Reduced 0.35%	14,675 $968,000
Q1 2018 Apr 19, 2018	SELL	N/A	-478 Reduced 3.14%	14,726 $939,000
Q4 2017 Feb 09, 2018	BUY	N/A	15,204	15,204 $981,000

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR US BROAD M

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Bigelow Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History