Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Fsm Wealth Advisors, LLC

$603 Million
Q2 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 66,618 shares of SCHB stock, worth $1.72 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

66,618

Previous 64,254 3.68%

Holding current value

$1.72 Million

Previous $1.38 Million 14.75%

% of portfolio

0.26%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$19.1 - $23.83 $45,152 - $56,334	2,364 Added 3.68%	66,618 $1.59 Million
Q1 2025 Apr 28, 2025	SELL	$21.23 - $23.75 $99,929 - $111,791	-4,707 Reduced 6.83%	64,254 $1.38 Million
Q4 2024 Jan 24, 2025	BUY	$22.01 - $66.82 $1.01 Million - $3.07 Million	45,998 Added 200.31%	68,961 $1.57 Million
Q3 2024 Oct 30, 2024	BUY	$59.93 - $66.52 $407,104 - $451,870	6,793 Added 42.01%	22,963 $1.53 Million
Q1 2024 May 14, 2024	BUY	$54.61 - $61.05 $86,829 - $97,069	1,590 Added 10.91%	16,170 $987,000
Q1 2023 Apr 24, 2023	BUY	$44.47 - $49.23 $133,410 - $147,690	3,000 Added 25.91%	14,580 $697,000
Q3 2022 Oct 24, 2022	BUY	$41.99 - $50.63 $486,244 - $586,295	11,580 New	11,580 $486,000

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History