Econ Financial Services Corp Schwab Strategic Tr Us Broad M Transaction History

Econ Financial Services Corp

  • $186 Million
  • Q3 2025

A detailed history of Econ Financial Services Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Econ Financial Services Corp holds 28,126 shares of SCHB stock, worth $726,213. This represents 0.39% of its overall portfolio holdings.

Number of Shares
28,126
Previous 28,685 1.95%
Holding current value
$726,213
Previous $683,000 5.86%
% of portfolio
0.39%
Previous 0.38%

Shares

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

Oct 21, 2025
SELL
$23.82 - $25.84 $13,315 - $14,444
-559 Reduced 1.95%
28,126 $723,000
Q2 2025

Aug 04, 2025
SELL
$19.1 - $23.83 $51,359 - $64,078
-2,689 Reduced 8.57%
28,685 $683,000
Q1 2025

Apr 23, 2025
SELL
$21.23 - $23.75 $94,282 - $105,473
-4,441 Reduced 12.4%
31,374 $675,000
Q4 2024

Jan 27, 2025
BUY
$22.01 - $66.82 $492,099 - $1.49 Million
22,358 Added 166.14%
35,815 $813,000
Q3 2024

Oct 18, 2024
BUY
$59.93 - $66.52 $7,311 - $8,115
122 Added 0.91%
13,457 $895,000
Q2 2024

Aug 12, 2024
BUY
$57.57 - $63.3 $22,797 - $25,066
396 Added 3.06%
13,335 $838,000
Q1 2024

May 15, 2024
SELL
$54.61 - $61.05 $64,767 - $72,405
-1,186 Reduced 8.4%
12,939 $789,000
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $672,491 - $789,728
14,125 New
14,125 $786,000
Q2 2022

Jul 19, 2022
BUY
$42.93 - $53.98 $4.43 Million - $5.56 Million
103,080 New
103,080 $4.56 Million
Q4 2021

Jan 26, 2022
SELL
$51.87 - $56.86 $1.05 Million - $1.15 Million
-20,172 Closed
0 $0
Q2 2019

Aug 08, 2019
BUY
N/A
20,172 New
20,172 $1.42 Million
Q1 2019

May 08, 2019
SELL
N/A
-44,442 Closed
0 $0
Q4 2018

Feb 07, 2019
BUY
N/A
44,442 New
44,442 $2.66 Million

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

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