Indie Asset Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Indie Asset Partners, LLC

  • $52.9 Million
  • Q2 2025

A detailed history of Indie Asset Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Indie Asset Partners, LLC holds 39,773 shares of SCHB stock, worth $1.02 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
39,773
Previous 41,723 4.67%
Holding current value
$1.02 Million
Previous $898,000 5.46%
% of portfolio
1.79%
Previous 0.81%

Shares

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

Aug 12, 2025
SELL
$19.1 - $23.83 $37,245 - $46,468
-1,950 Reduced 4.67%
39,773 $947,000
Q1 2025

May 07, 2025
SELL
$21.23 - $23.75 $40,655 - $45,481
-1,915 Reduced 4.39%
41,723 $898,000
Q4 2024

Feb 03, 2025
BUY
$22.01 - $66.82 $640,314 - $1.94 Million
29,092 Added 200.0%
43,638 $990,000
Q3 2024

Oct 29, 2024
BUY
$59.93 - $66.52 $2,996 - $3,326
50 Added 0.34%
14,546 $967,000
Q1 2024

May 10, 2024
SELL
$54.61 - $61.05 $4,095 - $4,578
-75 Reduced 0.51%
14,496 $884,000
Q3 2023

Oct 27, 2023
SELL
$49.59 - $53.57 $55,788 - $60,266
-1,125 Reduced 7.17%
14,571 $726,000
Q2 2023

Aug 07, 2023
SELL
$47.08 - $51.7 $11,016 - $12,097
-234 Reduced 1.47%
15,696 $811,000
Q1 2023

May 11, 2023
SELL
$44.47 - $49.23 $8,894 - $9,846
-200 Reduced 1.24%
15,930 $762,000
Q3 2022

Oct 25, 2022
SELL
$41.99 - $50.63 $16,754 - $20,201
-399 Reduced 2.41%
16,130 $677,000
Q1 2022

May 10, 2022
BUY
$49.15 - $56.85 $389,710 - $450,763
7,929 Added 92.2%
16,529 $882,000
Q4 2021

Feb 11, 2022
BUY
$51.87 - $56.86 $6,068 - $6,652
117 Added 1.38%
8,600 $972,000
Q3 2021

Nov 09, 2021
BUY
$51.32 - $54.83 $2,052 - $2,193
40 Added 0.47%
8,483 $881,000
Q2 2021

Aug 11, 2021
SELL
$48.92 - $52.14 $13,697 - $14,599
-280 Reduced 3.21%
8,443 $880,000
Q1 2021

May 13, 2021
SELL
$44.89 - $48.81 $152,626 - $165,954
-3,400 Reduced 28.05%
8,723 $844,000
Q4 2020

Feb 09, 2021
SELL
$39.03 - $45.5 $39,030 - $45,500
-1,000 Reduced 7.62%
12,123 $1.1 Million
Q3 2020

Nov 13, 2020
BUY
$36.93 - $42.52 $2,068 - $2,381
56 Added 0.43%
13,123 $1.05 Million
Q2 2020

Aug 12, 2020
SELL
$28.84 - $38.49 $51,133 - $68,242
-1,773 Reduced 11.95%
13,067 $1.05 Million
Q1 2020

May 13, 2020
BUY
$26.18 - $40.44 $39,531 - $61,064
1,510 Added 11.33%
14,840 $897,000
Q4 2019

Feb 11, 2020
BUY
$34.47 - $38.58 $459,485 - $514,271
13,330 New
13,330 $1.03 Million

Others Institutions Holding SCHB

# of Institutions
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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