Clearstead Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Clearstead Advisors, LLC

$6.94 Billion
Q2 2025

A detailed history of Clearstead Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Clearstead Advisors, LLC holds 13,072 shares of SCHB stock, worth $337,780. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,072

Previous 14,832 11.87%

Holding current value

$337,780

Previous $319,000 2.51%

% of portfolio

0.0%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$19.1 - $23.83 $33,616 - $41,940	-1,760 Reduced 11.87%	13,072 $311,000
Q1 2025 May 13, 2025	BUY	$21.23 - $23.75 $41,186 - $46,075	1,940 Added 15.05%	14,832 $319,000
Q4 2024 Feb 10, 2025	BUY	$22.01 - $66.82 $203,350 - $617,349	9,239 Added 252.92%	12,892 $292,000
Q3 2024 Nov 13, 2024	SELL	$59.93 - $66.52 $47,164 - $52,351	-787 Reduced 17.73%	3,653 $242,000
Q2 2024 Aug 09, 2024	BUY	$57.57 - $63.3 $1,381 - $1,519	24 Added 0.54%	4,440 $279,000
Q1 2024 May 14, 2024	BUY	$54.61 - $61.05 $6,498 - $7,264	119 Added 2.77%	4,416 $269,000
Q4 2023 Feb 12, 2024	BUY	$47.61 - $55.91 $56,417 - $66,253	1,185 Added 38.08%	4,297 $239,000
Q3 2023 Nov 07, 2023	BUY	$49.59 - $53.57 $21,125 - $22,820	426 Added 15.86%	3,112 $155,000
Q2 2023 Aug 07, 2023	BUY	$47.08 - $51.7 $66,241 - $72,741	1,407 Added 110.01%	2,686 $138,000
Q1 2023 May 09, 2023	BUY	$44.47 - $49.23 $133 - $147	3 Added 0.24%	1,279 $61,000
Q4 2022 Feb 14, 2023	SELL	$41.94 - $47.81 $4,697 - $5,354	-112 Reduced 8.07%	1,276 $57,000
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $13,310 - $16,049	317 Added 29.6%	1,388 $58,000
Q2 2022 Aug 12, 2022	BUY	$42.93 - $53.98 $2,747 - $3,454	64 Added 6.36%	1,071 $47,000
Q1 2022 May 04, 2022	BUY	$49.15 - $56.85 $33,569 - $38,828	683 Added 210.8%	1,007 $54,000
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $14,367 - $15,750	277 Added 589.36%	324 $37,000
Q3 2021 Nov 12, 2021	BUY	$51.32 - $54.83 $2,412 - $2,577	47 New	47 $5,000
Q2 2020 Aug 11, 2020	SELL	$28.84 - $38.49 $22,437 - $29,945	-778 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$26.18 - $40.44 $20,368 - $31,462	778 New	778 $47,000

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Account

Clearstead Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History