Global Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Global Wealth Management, LLC

  • $182 Billion
  • Q2 2025

A detailed history of Global Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Global Wealth Management, LLC holds 997,934 shares of SCHB stock, worth $24.3 Million. This represents 13.21% of its overall portfolio holdings.

Number of Shares
997,934
Previous 1,050,807 5.03%
Holding current value
$24.3 Million
Previous $22.6 Billion 6.44%
% of portfolio
13.21%
Previous 13.05%

Shares

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

Jul 15, 2025
SELL
$19.1 - $23.83 $1.01 Million - $1.26 Million
-52,873 Reduced 5.03%
997,934 $24.1 Billion
Q1 2025

Apr 14, 2025
SELL
$21.23 - $23.75 $157,866 - $176,605
-7,436 Reduced 0.7%
1,050,807 $22.6 Billion
Q4 2024

Jan 16, 2025
BUY
$22.01 - $66.82 $15.5 Million - $47.1 Million
705,626 Added 200.11%
1,058,243 $24 Billion
Q3 2024

Oct 24, 2024
BUY
$59.93 - $66.52 $21.1 Million - $23.5 Million
352,617 New
352,617 $23.5 Billion

Others Institutions Holding SCHB

# of Institutions
1,341
Shares Held
495M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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