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

Hartmann Taylor Wealth Management, LLC

  • $139 Billion
  • Q3 2025

A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 228,179 shares of SCHB stock, worth $5.87 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
228,179
Previous 228,179 -0.0%
Holding current value
$5.87 Million
Previous $5.44 Billion 7.89%
% of portfolio
4.21%
Previous 4.53%

Shares

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

Jul 15, 2025
BUY
$19.1 - $23.83 $9,550 - $11,915
500 Added 0.22%
228,179 $5.44 Billion
Q1 2025

Apr 24, 2025
BUY
$21.23 - $23.75 $4.83 Million - $5.41 Million
227,679 New
227,679 $4.9 Billion

Others Institutions Holding SCHB

# of Institutions
1,346
Shares Held
565M
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
  • Industry ETFs
More about SCHB
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