Boulder Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Boulder Wealth Advisors, LLC

$172 Million
Q1 2025

A detailed history of Boulder Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 1,560,616 shares of SCHB stock, worth $40.2 Million. This represents 19.56% of its overall portfolio holdings.

Number of Shares

1,560,616

Previous 1,525,273 2.32%

Holding current value

$40.2 Million

Previous $34.6 Million 2.95%

% of portfolio

19.56%

Previous 17.85%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$21.23 - $23.75 $750,331 - $839,396	35,343 Added 2.32%	1,560,616 $33.6 Million
Q4 2024 Feb 06, 2025	BUY	$22.01 - $66.82 $22.5 Million - $68.4 Million	1,022,952 Added 203.65%	1,525,273 $34.6 Million
Q3 2024 Dec 03, 2024	BUY	$59.93 - $66.52 $352,328 - $391,071	5,879 Added 1.18%	502,321 $33.4 Million
Q2 2024 Dec 03, 2024	BUY	$57.57 - $63.3 $709,492 - $780,109	12,324 Added 2.55%	496,442 $31.2 Million
Q1 2024 Dec 03, 2024	BUY	$54.61 - $61.05 $9.71 Million - $10.9 Million	177,788 Added 58.04%	484,118 $29.6 Million
Q4 2022 Feb 21, 2023	BUY	$41.94 - $47.81 $12.8 Million - $14.6 Million	306,330 New	306,330 $13.7 Million

Others Institutions Holding SCHB

# of Institutions

1,347

Shares Held

564M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Boulder Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History