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

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025

A detailed history of Capital A Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 3,968 shares of SCHB stock, worth $102,096. This represents 2.47% of its overall portfolio holdings.

Number of Shares
3,968
Previous 187 2021.93%
Holding current value
$102,096
Previous $4.03 Million 5386.81%
% of portfolio
2.47%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 25, 2025
BUY
$19.1 - $23.83 $72,217 - $90,101
3,781 Added 2021.93%
3,968 $221 Million
Q1 2025

May 02, 2025
BUY
$21.23 - $23.75 $127 - $142
6 Added 3.31%
187 $4.03 Million
Q4 2024

Feb 26, 2025
BUY
$22.01 - $66.82 $3,983 - $12,094
181 New
181 $4.11 Million

Others Institutions Holding SCHB

# of Institutions
1,349
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
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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