D.B. Root & Company, LLC Schwab Strategic Tr Us Broad M Transaction History

D.B. Root & Company, LLC

  • $343 Million
  • Q3 2025

A detailed history of D.B. Root & Company, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, D.B. Root & Company, LLC holds 467,013 shares of SCHB stock, worth $12.1 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares
467,013
Previous 478,355 2.37%
Holding current value
$12.1 Million
Previous $11.4 Million 5.33%
% of portfolio
3.5%
Previous 3.57%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$23.82 - $25.84 $270,166 - $293,077
-11,342 Reduced 2.37%
467,013 $12 Million
Q2 2025

Jul 22, 2025
SELL
$19.1 - $23.83 $74,050 - $92,388
-3,877 Reduced 0.8%
478,355 $11.4 Million
Q1 2025

May 14, 2025
BUY
$21.23 - $23.75 $64,263 - $71,891
3,027 Added 0.63%
482,232 $10.4 Million
Q4 2024

Jan 17, 2025
BUY
$22.01 - $66.82 $7 Million - $21.2 Million
318,009 Added 197.28%
479,205 $10.9 Million
Q3 2024

Oct 31, 2024
BUY
$59.93 - $66.52 $127,171 - $141,155
2,122 Added 1.33%
161,196 $10.7 Million
Q2 2024

Jul 15, 2024
BUY
$57.57 - $63.3 $189,981 - $208,890
3,300 Added 2.12%
159,074 $10 Million
Q1 2024

Apr 17, 2024
SELL
$54.61 - $61.05 $770,601 - $861,476
-14,111 Reduced 8.31%
155,774 $9.51 Million
Q4 2023

Jan 16, 2024
BUY
$47.61 - $55.91 $127,499 - $149,726
2,678 Added 1.6%
169,885 $9.46 Million
Q3 2023

Nov 03, 2023
SELL
$49.59 - $53.57 $3,223 - $3,482
-65 Reduced 0.04%
167,207 $8.34 Million
Q2 2023

Jul 18, 2023
SELL
$47.08 - $51.7 $232,386 - $255,191
-4,936 Reduced 2.87%
167,272 $8.65 Million
Q1 2023

Apr 18, 2023
SELL
$44.47 - $49.23 $181,793 - $201,252
-4,088 Reduced 2.32%
172,208 $8.24 Million
Q4 2022

Jan 27, 2023
BUY
$41.94 - $47.81 $165,663 - $188,849
3,950 Added 2.29%
176,296 $0
Q3 2022

Oct 26, 2022
SELL
$41.99 - $50.63 $50,010 - $60,300
-1,191 Reduced 0.69%
172,346 $7.24 Million
Q2 2022

Jul 21, 2022
BUY
$42.93 - $53.98 $113,335 - $142,507
2,640 Added 1.54%
173,537 $7.67 Million
Q1 2022

May 06, 2022
BUY
$49.15 - $56.85 $4.24 Million - $4.91 Million
86,314 Added 102.05%
170,897 $9.12 Million
Q4 2021

Feb 01, 2022
BUY
$51.87 - $56.86 $24,430 - $26,781
471 Added 0.56%
84,583 $9.56 Million
Q3 2021

Oct 22, 2021
SELL
$51.32 - $54.83 $357,751 - $382,219
-6,971 Reduced 7.65%
84,112 $8.74 Million
Q2 2021

Jul 28, 2021
BUY
$48.92 - $52.14 $66,971 - $71,379
1,369 Added 1.53%
91,083 $9.5 Million
Q1 2021

May 04, 2021
SELL
$44.89 - $48.81 $93,281 - $101,427
-2,078 Reduced 2.26%
89,714 $8.68 Million
Q4 2020

Feb 09, 2021
SELL
$39.03 - $45.5 $511,605 - $596,414
-13,108 Reduced 12.5%
91,792 $8.35 Million
Q3 2020

Oct 22, 2020
SELL
$36.93 - $42.52 $46,014 - $52,979
-1,246 Reduced 1.17%
104,900 $8.35 Million
Q2 2020

Aug 06, 2020
SELL
$28.84 - $38.49 $3,720 - $4,965
-129 Reduced 0.12%
106,146 $7.8 Million
Q1 2020

Apr 29, 2020
BUY
$26.18 - $40.44 $68,539 - $105,871
2,618 Added 2.53%
106,275 $6.42 Million
Q4 2019

Jan 14, 2020
BUY
$34.47 - $38.58 $257,456 - $288,154
7,469 Added 7.77%
103,657 $7.97 Million
Q3 2019

Oct 29, 2019
BUY
$35.32 - $36.13 $99,531 - $101,814
2,818 Added 3.02%
96,188 $6.83 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-3,113 Reduced 3.23%
93,370 $6.59 Million
Q1 2019

Apr 12, 2019
BUY
N/A
1,368 Added 1.44%
96,483 $6.57 Million
Q4 2018

Jan 25, 2019
BUY
N/A
14,657 Added 18.22%
95,115 $5.7 Million
Q3 2018

Nov 05, 2018
BUY
N/A
18,176 Added 29.18%
80,458 $5.66 Million
Q2 2018

Jul 25, 2018
BUY
N/A
19,687 Added 46.22%
62,282 $4.11 Million
Q1 2018

May 02, 2018
BUY
N/A
9,842 Added 30.05%
42,595 $2.72 Million
Q4 2017

Feb 22, 2018
BUY
N/A
32,753
32,753 $2.11 Million

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
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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