Evoke Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Evoke Wealth, LLC

$4.37 Trillion
Q2 2025

A detailed history of Evoke Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Evoke Wealth, LLC holds 17,754 shares of SCHB stock, worth $435,505. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,754

Previous 19,506 8.98%

Holding current value

$435,505

Previous $420 Million 0.74%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$19.1 - $23.83 $33,463 - $41,750	-1,752 Reduced 8.98%	17,754 $423 Million
Q1 2025 May 13, 2025	SELL	$21.23 - $23.75 $10,445 - $11,685	-492 Reduced 2.46%	19,506 $420 Million
Q4 2024 Feb 10, 2025	BUY	$22.01 - $66.82 $293,437 - $890,844	13,332 Added 200.0%	19,998 $454 Million
Q3 2024 Nov 13, 2024	BUY	$59.93 - $66.52 $399,493 - $443,422	6,666 New	6,666 $443 Million
Q4 2023 Feb 12, 2024	SELL	$47.61 - $55.91 $9.63 Million - $11.3 Million	-202,206 Reduced 96.81%	6,666 $371,000
Q3 2023 Nov 13, 2023	BUY	$49.59 - $53.57 $10.1 Million - $10.9 Million	202,954 Added 3429.44%	208,872 $10.4 Million
Q3 2022 Nov 07, 2022	BUY	$41.99 - $50.63 $192,230 - $231,784	4,578 Added 341.64%	5,918 $248,000
Q2 2022 Aug 04, 2022	SELL	$42.93 - $53.98 $204,733 - $257,430	-4,769 Reduced 78.07%	1,340 $59,000
Q1 2022 May 10, 2022	BUY	$49.15 - $56.85 $300,257 - $347,296	6,109 New	6,109 $326,000

Others Institutions Holding SCHB

# of Institutions

1,341

Shares Held

494M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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