Heartwood Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Heartwood Wealth Advisors LLC

  • $910 Million
  • Q2 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 12,993 shares of SCHB stock, worth $318,718. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,993
Previous 13,341 2.61%
Holding current value
$318,718
Previous $287,000 7.67%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 08, 2025
SELL
$19.1 - $23.83 $6,646 - $8,292
-348 Reduced 2.61%
12,993 $309,000
Q4 2024

Jan 10, 2025
BUY
$22.01 - $66.82 $195,756 - $594,297
8,894 Added 200.0%
13,341 $302,000
Q3 2024

Oct 07, 2024
SELL
$59.93 - $66.52 $40,812 - $45,300
-681 Reduced 13.28%
4,447 $295,000
Q2 2024

Jul 09, 2024
BUY
$57.57 - $63.3 $295,218 - $324,602
5,128 New
5,128 $322,000

Others Institutions Holding SCHB

# of Institutions
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC 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 Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email