High Mark Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

High Mark Wealth Management LLC

  • $217 Million
  • Q3 2025

A detailed history of High Mark Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, High Mark Wealth Management LLC holds 2,569 shares of SCHB stock, worth $66,331. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,569
Previous 2,562 0.27%
Holding current value
$66,331
Previous $61,000 8.2%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 20, 2025
BUY
$23.82 - $25.84 $166 - $180
7 Added 0.27%
2,569 $66,000
Q2 2025

Jul 21, 2025
BUY
$19.1 - $23.83 $152 - $190
8 Added 0.31%
2,562 $61,000
Q1 2025

Apr 23, 2025
BUY
$21.23 - $23.75 $169 - $190
8 Added 0.31%
2,554 $54,000
Q4 2024

Jan 31, 2025
BUY
$22.01 - $66.82 $37,417 - $113,593
1,700 Added 200.95%
2,546 $57,000
Q3 2024

Oct 17, 2024
BUY
$59.93 - $66.52 $359 - $399
6 Added 0.71%
846 $56,000
Q1 2024

Apr 26, 2024
BUY
$54.61 - $61.05 $109 - $122
2 Added 0.24%
840 $51,000
Q4 2023

Jan 22, 2024
BUY
$47.61 - $55.91 $12,378 - $14,536
260 Added 44.98%
838 $46,000
Q3 2023

Oct 18, 2023
BUY
$49.59 - $53.57 $99 - $107
2 Added 0.35%
578 $28,000
Q2 2023

Jul 26, 2023
BUY
$47.08 - $51.7 $94 - $103
2 Added 0.35%
576 $29,000
Q1 2023

Apr 20, 2023
BUY
$44.47 - $49.23 $88 - $98
2 Added 0.35%
574 $27,000
Q4 2022

Feb 01, 2023
BUY
$41.94 - $47.81 $125 - $143
3 Added 0.53%
572 $25,000
Q3 2022

Oct 21, 2022
BUY
$41.99 - $50.63 $83 - $101
2 Added 0.35%
569 $24,000
Q2 2022

Jul 19, 2022
BUY
$42.93 - $53.98 $85 - $107
2 Added 0.35%
567 $25,000
Q1 2022

Apr 25, 2022
BUY
$49.15 - $56.85 $13,958 - $16,145
284 Added 101.07%
565 $30,000
Q4 2021

Jan 20, 2022
BUY
$51.87 - $56.86 $51 - $56
1 Added 0.36%
281 $32,000
Q2 2021

Aug 02, 2021
BUY
$48.92 - $52.14 $48 - $52
1 Added 0.36%
280 $29,000
Q1 2021

Apr 22, 2021
BUY
$44.89 - $48.81 $44 - $48
1 Added 0.36%
279 $27,000
Q4 2020

Jan 27, 2021
BUY
$39.03 - $45.5 $39 - $45
1 Added 0.36%
278 $25,000
Q3 2020

Oct 26, 2020
BUY
$36.93 - $42.52 $73 - $85
2 Added 0.73%
277 $22,000
Q2 2020

Jul 22, 2020
BUY
$28.84 - $38.49 $28 - $38
1 Added 0.36%
275 $20,000
Q1 2020

Apr 30, 2020
BUY
$26.18 - $40.44 $52 - $80
2 Added 0.74%
274 $0
Q4 2019

Mar 19, 2020
BUY
$34.47 - $38.58 $9,375 - $10,493
272 New
272 $20,000

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

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