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

Indie Asset Partners, LLC

$111 Million
Q1 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 41,723 shares of SCHB stock, worth $948,363. This represents 0.81% of its overall portfolio holdings.

Number of Shares

41,723

Previous 43,638 4.39%

Holding current value

$948,363

Previous $990,000 9.29%

% of portfolio

0.81%

Previous 0.81%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,291

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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