Goelzer Investment Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Goelzer Investment Management, Inc.

  • $1.82 Billion
  • Q3 2025

A detailed history of Goelzer Investment Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Goelzer Investment Management, Inc. holds 27,180 shares of SCHB stock, worth $701,787. This represents 0.04% of its overall portfolio holdings.

Number of Shares
27,180
Previous 25,314 7.37%
Holding current value
$701,787
Previous $603,000 15.75%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 14, 2025
BUY
$23.82 - $25.84 $44,448 - $48,217
1,866 Added 7.37%
27,180 $698,000
Q2 2025

Jul 09, 2025
BUY
$19.1 - $23.83 $55,122 - $68,773
2,886 Added 12.87%
25,314 $603,000
Q1 2025

Apr 28, 2025
BUY
$21.23 - $23.75 $476,146 - $532,665
22,428 New
22,428 $482,000

Others Institutions Holding SCHB

# of Institutions
1,378
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
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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