Greenleaf Trust Schwab Strategic Tr Us Broad M Transaction History

Greenleaf Trust

  • $10.9 Billion
  • Q3 2025

A detailed history of Greenleaf Trust transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Greenleaf Trust holds 40,350 shares of SCHB stock, worth $1.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,350
Previous 40,578 0.56%
Holding current value
$1.04 Million
Previous $966,000 7.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2025
SELL
$23.82 - $25.84 $5,430 - $5,891
-228 Reduced 0.56%
40,350 $1.04 Million
Q4 2024

Jan 24, 2025
BUY
$22.01 - $66.82 $595,414 - $1.81 Million
27,052 Added 200.0%
40,578 $921,000
Q3 2024

Oct 22, 2024
SELL
$59.93 - $66.52 $239,660 - $266,013
-3,999 Reduced 22.82%
13,526 $899,000
Q4 2023

Jan 31, 2024
BUY
$47.61 - $55.91 $834,365 - $979,822
17,525 New
17,525 $975,000
Q2 2022

Aug 12, 2022
BUY
$42.93 - $53.98 $1,760 - $2,213
41 Added 0.26%
15,541 $687,000
Q1 2022

Apr 27, 2022
BUY
$49.15 - $56.85 $761,825 - $881,175
15,500 New
15,500 $828,000
Q2 2021

Aug 10, 2021
SELL
$48.92 - $52.14 $145,781 - $155,377
-2,980 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$44.89 - $48.81 $133,772 - $145,453
2,980 New
2,980 $288,000

Others Institutions Holding SCHB

# of Institutions
1,379
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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