Disciplined Investors, L.L.C. Schwab Strategic Tr Us Broad M Transaction History

Disciplined Investors, L.L.C.

  • $111 Billion
  • Q1 2025

A detailed history of Disciplined Investors, L.L.C. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 332,640 shares of SCHB stock, worth $7.65 Million. This represents 6.46% of its overall portfolio holdings.

Number of Shares
332,640
Previous 337,105 1.32%
Holding current value
$7.65 Million
Previous $7.6 Billion 5.75%
% of portfolio
6.46%
Previous 7.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$21.23 - $23.75 $94,791 - $106,043
-4,465 Reduced 1.32%
332,640 $7.16 Billion
Q4 2024

Feb 12, 2025
BUY
$22.01 - $66.82 $7.42 Million - $22.5 Million
337,105 New
337,105 $7.6 Billion

Others Institutions Holding SCHB

# of Institutions
1,295
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
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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