A detailed history of Gwn Securities Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gwn Securities Inc. holds 27,980 shares of SCHB stock, worth $678,235. This represents 0.12% of its overall portfolio holdings.

Number of Shares
27,980
Previous 19,188 45.82%
Holding current value
$678,235
Previous $435 Million 53.3%
% of portfolio
0.12%
Previous 0.02%

Shares

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

Aug 01, 2025

BUY
$19.1 - $23.83 $167,927 - $209,513
8,792 Added 45.82%
27,980 $667 Million
Q1 2025

May 15, 2025

BUY
$21.23 - $23.75 $407,361 - $455,715
19,188 New
19,188 $435 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Gwn Securities Inc. Portfolio

Follow Gwn Securities Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gwn Securities Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gwn Securities Inc. with notifications on news.