Blueprint Financial Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Blueprint Financial Advisors LLC

  • $463 Billion
  • Q3 2025

A detailed history of Blueprint Financial Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Blueprint Financial Advisors LLC holds 190,250 shares of SCHB stock, worth $4.91 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
190,250
Previous 203,143 6.35%
Holding current value
$4.91 Million
Previous $4.84 Billion 1.04%
% of portfolio
1.06%
Previous 1.55%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$23.82 - $25.84 $307,111 - $333,155
-12,893 Reduced 6.35%
190,250 $4.89 Billion
Q2 2025

Aug 12, 2025
SELL
$19.1 - $23.83 $96,283 - $120,127
-5,041 Reduced 2.42%
203,143 $4.84 Billion
Q1 2025

May 12, 2025
BUY
$21.23 - $23.75 $4.42 Million - $4.94 Million
208,184 New
208,184 $4.48 Billion

Others Institutions Holding SCHB

# of Institutions
1,377
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
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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