Glassman Wealth Services Schwab Strategic Tr Us Broad M Transaction History

Glassman Wealth Services

  • $650 Million
  • Q2 2025

A detailed history of Glassman Wealth Services transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Glassman Wealth Services holds 16,846 shares of SCHB stock, worth $433,447. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,846
Previous 5,579 201.95%
Holding current value
$433,447
Previous $120,000 234.17%
% of portfolio
0.06%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$19.1 - $23.83 $215,199 - $268,492
11,267 Added 201.95%
16,846 $401,000
Q4 2024

Feb 05, 2025
BUY
$22.01 - $66.82 $96,469 - $292,872
4,383 Added 366.47%
5,579 $126,000
Q1 2022

Apr 14, 2022
BUY
$49.15 - $56.85 $29,391 - $33,996
598 Added 100.0%
1,196 $64,000
Q2 2019

Aug 08, 2019
BUY
N/A
138 Added 30.0%
598 $42,000
Q1 2019

May 10, 2019
SELL
N/A
-150 Reduced 24.59%
460 $31,000
Q4 2018

Feb 06, 2019
BUY
N/A
150 Added 32.61%
610 $37,000
Q4 2017

Feb 06, 2018
BUY
N/A
192 Added 71.64%
460 $30,000
Q2 2017

Aug 09, 2017
BUY
N/A
268
268 $16,000

Others Institutions Holding SCHB

# of Institutions
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Glassman Wealth Services Portfolio

Follow Glassman Wealth Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email