Global Wealth Strategies & Associates Schwab Strategic Tr Us Broad M Transaction History

Global Wealth Strategies & Associates

  • $389 Billion
  • Q3 2025

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 181 shares of SCHB stock, worth $4,677. This represents 0.0% of its overall portfolio holdings.

Number of Shares
181
Holding current value
$4,677
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025
BUY
$23.82 - $25.84 $4,311 - $4,677
181 New
181 $4.65 Million
Q1 2025

Apr 02, 2025
SELL
$21.23 - $23.75 $11,994 - $13,418
-565 Reduced 53.05%
500 $10.8 Million
Q4 2024

Jan 02, 2025
BUY
$22.01 - $66.82 $15,627 - $47,442
710 Added 200.0%
1,065 $24.2 Million
Q3 2023

Oct 20, 2023
BUY
$49.59 - $53.57 $17,604 - $19,017
355 New
355 $17.7 Million
Q4 2022

Jan 17, 2023
BUY
$41.94 - $47.81 $2,935 - $3,346
70 New
70 $3.14 Million

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

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