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

Disciplined Investors, L.L.C.

  • $140 Billion
  • Q3 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 334,741 shares of SCHB stock, worth $8.64 Million. This represents 6.13% of its overall portfolio holdings.

Number of Shares
334,741
Previous 331,818 0.88%
Holding current value
$8.64 Million
Previous $7.91 Billion 8.84%
% of portfolio
6.13%
Previous 6.16%

Shares

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

Nov 14, 2025
BUY
$23.82 - $25.84 $69,625 - $75,530
2,923 Added 0.88%
334,741 $8.61 Billion
Q2 2025

Aug 06, 2025
SELL
$19.1 - $23.83 $15,700 - $19,588
-822 Reduced 0.25%
331,818 $7.91 Billion
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
1,378
Shares Held
501M
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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