Chicago Partners Investment Group LLC Schwab Strategic Tr Us Broad M Transaction History

Chicago Partners Investment Group LLC

  • $3.16 Billion
  • Q2 2025

A detailed history of Chicago Partners Investment Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 928,831 shares of SCHB stock, worth $22.8 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
928,831
Previous 898,662 3.36%
Holding current value
$22.8 Million
Previous $19.3 Million 14.4%
% of portfolio
0.7%
Previous 0.68%

Shares

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

Jul 29, 2025
BUY
$19.1 - $23.83 $576,227 - $718,927
30,169 Added 3.36%
928,831 $22.1 Million
Q1 2025

May 09, 2025
BUY
$21.23 - $23.75 $7.09 Million - $7.93 Million
333,832 Added 59.1%
898,662 $19.3 Million
Q4 2024

Jan 23, 2025
BUY
$22.01 - $66.82 $818,595 - $2.49 Million
37,192 Added 7.05%
564,830 $12.8 Million
Q3 2024

Oct 28, 2024
BUY
$59.93 - $66.52 $21.9 Million - $24.3 Million
365,386 Added 225.2%
527,638 $35.1 Million
Q2 2024

Jul 31, 2024
BUY
$57.57 - $63.3 $788,824 - $867,336
13,702 Added 9.22%
162,252 $10.2 Million
Q1 2024

Apr 25, 2024
BUY
$54.61 - $61.05 $778,629 - $870,450
14,258 Added 10.62%
148,550 $9.07 Million
Q4 2023

Feb 23, 2024
BUY
$47.61 - $55.91 $737,193 - $865,710
15,484 Added 13.03%
134,292 $7.48 Million
Q3 2023

Oct 26, 2023
BUY
$49.59 - $53.57 $256,429 - $277,010
5,171 Added 4.55%
118,808 $5.92 Million
Q2 2023

Aug 07, 2023
BUY
$47.08 - $51.7 $78,388 - $86,080
1,665 Added 1.49%
113,637 $5.88 Million
Q1 2023

Apr 26, 2023
BUY
$44.47 - $49.23 $518,742 - $574,267
11,665 Added 11.63%
111,972 $5.36 Million
Q4 2022

Feb 09, 2023
BUY
$41.94 - $47.81 $1.09 Million - $1.24 Million
26,037 Added 35.06%
100,307 $4.49 Million
Q3 2022

Nov 09, 2022
BUY
$41.99 - $50.63 $505,895 - $609,990
12,048 Added 19.36%
74,270 $3.32 Million
Q2 2022

Aug 04, 2022
SELL
$42.93 - $53.98 $762,265 - $958,468
-17,756 Reduced 22.2%
62,222 $3.01 Million
Q1 2022

May 20, 2022
BUY
$49.15 - $56.85 $2.07 Million - $2.39 Million
42,083 Added 111.05%
79,978 $3.68 Million
Q4 2021

Feb 15, 2022
SELL
$51.87 - $56.86 $48,550 - $53,220
-936 Reduced 2.41%
37,895 $3.94 Million
Q3 2021

Nov 12, 2021
SELL
$51.32 - $54.83 $100,895 - $107,795
-1,966 Reduced 4.82%
38,831 $0
Q2 2021

Aug 02, 2021
BUY
$48.92 - $52.14 $207,812 - $221,490
4,248 Added 11.62%
40,797 $4.35 Million
Q1 2021

Apr 28, 2021
BUY
$44.89 - $48.81 $70,522 - $76,680
1,571 Added 4.49%
36,549 $3.73 Million
Q4 2020

Jan 27, 2021
BUY
$39.03 - $45.5 $985,936 - $1.15 Million
25,261 Added 259.97%
34,978 $3.29 Million
Q3 2020

Nov 06, 2020
SELL
$36.93 - $42.52 $45,756 - $52,682
-1,239 Reduced 11.31%
9,717 $781,000
Q2 2020

Jul 31, 2020
SELL
$28.84 - $38.49 $39,135 - $52,230
-1,357 Reduced 11.02%
10,956 $843,000
Q1 2020

Apr 22, 2020
BUY
$26.18 - $40.44 $43,484 - $67,170
1,661 Added 15.59%
12,313 $827,000
Q4 2019

Jan 24, 2020
BUY
$34.47 - $38.58 $11,409 - $12,769
331 Added 3.21%
10,652 $843,000
Q3 2019

Oct 31, 2019
BUY
$35.32 - $36.13 $9,041 - $9,249
256 Added 2.54%
10,321 $742,000
Q2 2019

Jul 24, 2019
BUY
N/A
1,968 Added 24.31%
10,065 $720,000
Q1 2019

Apr 22, 2019
SELL
N/A
-2,241 Reduced 21.68%
8,097 $565,000
Q4 2018

Jan 11, 2019
SELL
N/A
-388 Reduced 3.62%
10,338 $645,000
Q3 2018

Nov 05, 2018
BUY
N/A
1,657 Added 18.27%
10,726 $681,000
Q2 2018

Aug 31, 2018
BUY
N/A
3,848 Added 73.7%
9,069 $598,000
Q1 2018

Apr 27, 2018
BUY
N/A
116 Added 2.27%
5,221 $0
Q4 2017

Mar 28, 2018
BUY
N/A
1,209 Added 31.03%
5,105 $0
Q3 2017

Nov 22, 2017
BUY
N/A
3,896
3,896 $0

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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