Gleason Group, Inc. Schwab Strategic Tr Us Broad M Transaction History

Gleason Group, Inc.

$962 Million
Q3 2025

A detailed history of Gleason Group, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gleason Group, Inc. holds 106,959 shares of SCHB stock, worth $2.76 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

106,959

Previous 104,041 2.8%

Holding current value

$2.76 Million

Previous $2.48 Million 10.89%

% of portfolio

0.29%

Previous 0.28%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$23.82 - $25.84 $69,506 - $75,401	2,918 Added 2.8%	106,959 $2.75 Million
Q2 2025 Jul 17, 2025	BUY	$19.1 - $23.83 $18,622 - $23,234	975 Added 0.95%	104,041 $2.48 Million
Q1 2025 Apr 11, 2025	BUY	$21.23 - $23.75 $24,711 - $27,645	1,164 Added 1.14%	103,066 $2.21 Million
Q4 2024 Jan 13, 2025	BUY	$22.01 - $66.82 $1.57 Million - $4.76 Million	71,189 Added 231.79%	101,902 $2.31 Million
Q3 2024 Oct 15, 2024	BUY	$59.93 - $66.52 $12,165 - $13,503	203 Added 0.67%	30,713 $2.04 Million
Q2 2024 Jul 12, 2024	BUY	$57.57 - $63.3 $28,209 - $31,017	490 Added 1.63%	30,510 $1.92 Million
Q1 2024 Apr 12, 2024	BUY	$54.61 - $61.05 $18,676 - $20,879	342 Added 1.15%	30,020 $1.83 Million
Q4 2023 Jan 19, 2024	BUY	$47.61 - $55.91 $214,149 - $251,483	4,498 Added 17.86%	29,678 $1.65 Million
Q3 2023 Oct 12, 2023	BUY	$49.59 - $53.57 $87,228 - $94,229	1,759 Added 7.51%	25,180 $1.26 Million
Q2 2023 Jul 20, 2023	BUY	$47.08 - $51.7 $5,178 - $5,687	110 Added 0.47%	23,421 $1.21 Million
Q1 2023 Apr 14, 2023	BUY	$44.47 - $49.23 $7,559 - $8,369	170 Added 0.73%	23,311 $1.12 Million
Q4 2022 Jan 11, 2023	BUY	$41.94 - $47.81 $970,533 - $1.11 Million	23,141 New	23,141 $0
Q2 2021 Jul 27, 2021	SELL	$48.92 - $52.14 $342 - $364	-7 Closed	0 $0
Q1 2021 Apr 14, 2021	BUY	$44.89 - $48.81 $314 - $341	7 New	7 $1,000

Others Institutions Holding SCHB

# of Institutions

1,378

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Gleason Group, Inc. Schwab Strategic Tr Us Broad M Transaction History