Everstar Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Everstar Asset Management, LLC

$176 Billion
Q3 2025

A detailed history of Everstar Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Everstar Asset Management, LLC holds 62,023 shares of SCHB stock, worth $1.6 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

62,023

Previous 63,019 1.58%

Holding current value

$1.6 Million

Previous $1.5 Billion 6.18%

% of portfolio

0.9%

Previous 0.92%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$23.82 - $25.84 $23,724 - $25,736	-996 Reduced 1.58%	62,023 $1.59 Billion
Q2 2025 Aug 13, 2025	SELL	$19.1 - $23.83 $30,674 - $38,270	-1,606 Reduced 2.49%	63,019 $1.5 Billion
Q1 2025 Aug 08, 2025	BUY	$21.23 - $23.75 $99,335 - $111,126	4,679 Added 7.81%	64,625 $1.39 Billion
Q1 2025 May 15, 2025	SELL	$21.23 - $23.75 $125,554 - $140,457	-5,914 Reduced 8.98%	59,946 $1.32 Billion
Q4 2024 Feb 12, 2025	BUY	$22.01 - $66.82 $914,163 - $2.78 Million	41,534 Added 170.74%	65,860 $1.5 Billion
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $1.46 Million - $1.62 Million	24,326 New	24,326 $1.62 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

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Everstar Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History