Intelligence Driven Advisers, LLC Schwab Strategic Tr Us Broad M Transaction History

Intelligence Driven Advisers, LLC

$652 Million
Q2 2025

A detailed history of Intelligence Driven Advisers, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Intelligence Driven Advisers, LLC holds 1,040,325 shares of SCHB stock, worth $24.9 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares

1,040,325

Previous 606,604 71.5%

Holding current value

$24.9 Million

Previous $13.1 Million 89.82%

% of portfolio

3.8%

Previous 2.54%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$19.1 - $23.83 $8.28 Million - $10.3 Million	433,721 Added 71.5%	1,040,325 $24.8 Million
Q1 2025 Apr 25, 2025	BUY	$21.23 - $23.75 $1.6 Million - $1.79 Million	75,172 Added 14.15%	606,604 $13.1 Million
Q4 2024 Jan 29, 2025	BUY	$22.01 - $66.82 $7.48 Million - $22.7 Million	339,894 Added 177.46%	531,432 $12.1 Million
Q3 2024 Nov 06, 2024	SELL	$59.93 - $66.52 $218,384 - $242,398	-3,644 Reduced 1.87%	191,538 $12.7 Million
Q2 2024 Aug 05, 2024	SELL	$57.57 - $63.3 $240,354 - $264,277	-4,175 Reduced 2.09%	195,182 $12.3 Million
Q1 2024 May 01, 2024	SELL	$54.61 - $61.05 $544,898 - $609,156	-9,978 Reduced 4.77%	199,357 $12.2 Million
Q4 2023 Feb 06, 2024	SELL	$47.61 - $55.91 $528,280 - $620,377	-11,096 Reduced 5.03%	209,335 $11.7 Million
Q3 2023 Nov 07, 2023	SELL	$49.59 - $53.57 $225,932 - $244,064	-4,556 Reduced 2.03%	220,431 $11 Million
Q2 2023 Jul 18, 2023	SELL	$47.08 - $51.7 $900,969 - $989,382	-19,137 Reduced 7.84%	224,987 $11.6 Million
Q1 2023 May 11, 2023	SELL	$44.47 - $49.23 $380,707 - $421,458	-8,561 Reduced 3.39%	244,124 $11.7 Million
Q4 2022 Jan 23, 2023	SELL	$41.94 - $47.81 $585,272 - $667,188	-13,955 Reduced 5.23%	252,685 $11.5 Million
Q3 2022 Oct 21, 2022	BUY	$41.99 - $50.63 $40,184 - $48,452	957 Added 0.36%	266,640 $11.7 Million
Q2 2022 Jul 22, 2022	BUY	$42.93 - $53.98 $1.8 Million - $2.26 Million	41,908 Added 18.73%	265,683 $11.9 Million
Q1 2022 Apr 25, 2022	BUY	$49.15 - $56.85 $5.37 Million - $6.22 Million	109,331 Added 95.53%	223,775 $11.8 Million
Q4 2021 Feb 02, 2022	SELL	$51.87 - $56.86 $18.2 Million - $19.9 Million	-350,557 Reduced 75.39%	114,444 $11.7 Million
Q4 2021 Jan 19, 2022	BUY	$51.87 - $56.86 $17.9 Million - $19.6 Million	345,334 Added 288.58%	465,001 $51.8 Million
Q3 2021 Oct 14, 2021	BUY	$51.32 - $54.83 $125,887 - $134,497	2,453 Added 2.09%	119,667 $12.5 Million
Q2 2021 Jul 29, 2021	SELL	$48.92 - $52.14 $363,231 - $387,139	-7,425 Reduced 5.96%	117,214 $12.2 Million
Q1 2021 Apr 13, 2021	SELL	$44.89 - $48.81 $106,972 - $116,314	-2,383 Reduced 1.88%	124,639 $12.1 Million
Q4 2020 Jan 19, 2021	BUY	$39.03 - $45.5 $4.94 Million - $5.76 Million	126,563 Added 27573.64%	127,022 $11.6 Million
Q4 2020 Jan 13, 2021	SELL	$39.03 - $45.5 $5.12 Million - $5.97 Million	-131,231 Reduced 99.65%	459 $11.6 Million
Q3 2020 Oct 09, 2020	SELL	$36.93 - $42.52 $6.33 Million - $7.29 Million	-171,445 Reduced 56.56%	131,690 $10.5 Million
Q2 2020 Aug 14, 2020	BUY	$28.84 - $38.49 $1.46 Million - $1.95 Million	50,772 Added 20.12%	303,135 $22.3 Million
Q1 2020 Sep 04, 2020	BUY	$26.18 - $40.44 $3.36 Million - $5.19 Million	128,379 Added 103.54%	252,363 $15.3 Million
Q4 2019 Sep 04, 2020	BUY	$34.47 - $38.58 $508,846 - $569,517	14,762 Added 13.52%	123,984 $9.53 Million
Q3 2019 Sep 04, 2020	BUY	$35.32 - $36.13 $399,963 - $409,136	11,324 Added 11.57%	109,222 $7.76 Million
Q2 2019 Sep 04, 2020	BUY	N/A	47,704 Added 95.04%	97,898 $6.91 Million
Q1 2019 Sep 04, 2020	BUY	N/A	5,433 Added 12.14%	50,194 $3.42 Million
Q4 2018 Sep 04, 2020	BUY	N/A	44,761 New	44,761 $2.68 Million

Others Institutions Holding SCHB

# of Institutions

1,301

Shares Held

489M

Call Options Held

350K

Put Options Held

28.3K

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Intelligence Driven Advisers, LLC Schwab Strategic Tr Us Broad M Transaction History