Brightwater Advisory LLC Schwab Strategic Tr Us Broad M Transaction History

Brightwater Advisory LLC

$127 Billion
Q2 2025

A detailed history of Brightwater Advisory LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Brightwater Advisory LLC holds 252,195 shares of SCHB stock, worth $6.19 Million. This represents 4.29% of its overall portfolio holdings.

Number of Shares

252,195

Previous 252,195 -0.0%

Holding current value

$6.19 Million

Previous $5.43 Billion -0.0%

% of portfolio

4.29%

Previous 4.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$21.23 - $23.75 $255,587 - $285,926	12,039 Added 5.01%	252,195 $5.43 Billion
Q4 2024 Feb 04, 2025	BUY	$22.01 - $66.82 $3.38 Million - $10.3 Million	153,457 Added 177.0%	240,156 $5.45 Billion
Q3 2024 Oct 08, 2024	SELL	$59.93 - $66.52 $54,895 - $60,932	-916 Reduced 1.05%	86,699 $5.77 Billion
Q2 2024 Sep 10, 2024	BUY	$57.57 - $63.3 $5.04 Million - $5.55 Million	87,615 New	87,615 $5.51 Billion
Q1 2024 Oct 02, 2024	SELL	$54.61 - $61.05 $201,510 - $225,274	-3,690 Reduced 4.21%	83,925 $5.12 Billion
Q4 2023 Dec 03, 2024	SELL	$47.61 - $55.91 $174,109 - $204,462	-3,657 Reduced 4.22%	83,042 $4.62 Billion

Others Institutions Holding SCHB

# of Institutions

1,341

Shares Held

494M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Brightwater Advisory LLC Schwab Strategic Tr Us Broad M Transaction History