Jeppson Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Jeppson Wealth Management, LLC

  • $312 Million
  • Q3 2025

A detailed history of Jeppson Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 17,702 shares of SCHB stock, worth $457,065. This represents 0.15% of its overall portfolio holdings.

Number of Shares
17,702
Previous 15,691 12.82%
Holding current value
$457,065
Previous $373,000 21.98%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Oct 15, 2025
BUY
$23.82 - $25.84 $47,902 - $51,964
2,011 Added 12.82%
17,702 $455,000
Q2 2025

Jul 15, 2025
BUY
$19.1 - $23.83 $210 - $262
11 Added 0.07%
15,691 $373,000
Q1 2025

Apr 24, 2025
SELL
$21.23 - $23.75 $197,778 - $221,255
-9,316 Reduced 37.27%
15,680 $337,000
Q4 2024

Jan 22, 2025
BUY
$22.01 - $66.82 $367,390 - $1.12 Million
16,692 Added 201.01%
24,996 $567,000
Q3 2024

Nov 04, 2024
BUY
$59.93 - $66.52 $2,996 - $3,326
50 Added 0.61%
8,304 $552,000
Q1 2024

Apr 17, 2024
BUY
$54.61 - $61.05 $1,310 - $1,465
24 Added 0.29%
8,254 $503,000
Q4 2023

Jan 11, 2024
SELL
$47.61 - $55.91 $122,167 - $143,465
-2,566 Reduced 23.77%
8,230 $458,000
Q3 2023

Oct 25, 2023
BUY
$49.59 - $53.57 $1,983 - $2,142
40 Added 0.37%
10,796 $538,000
Q2 2023

Jul 31, 2023
BUY
$47.08 - $51.7 $1,789 - $1,964
38 Added 0.35%
10,756 $556,000
Q1 2023

Apr 27, 2023
BUY
$44.47 - $49.23 $1,734 - $1,919
39 Added 0.37%
10,718 $512,000
Q4 2022

Jan 27, 2023
SELL
$41.94 - $47.81 $60,980 - $69,515
-1,454 Reduced 11.98%
10,679 $0
Q3 2022

Oct 20, 2022
BUY
$41.99 - $50.63 $1,847 - $2,227
44 Added 0.36%
12,133 $509,000
Q2 2022

Aug 03, 2022
BUY
$42.93 - $53.98 $66,112 - $83,129
1,540 Added 14.6%
12,089 $534,000
Q1 2022

Apr 27, 2022
BUY
$49.15 - $56.85 $259,954 - $300,679
5,289 Added 100.55%
10,549 $563,000
Q4 2021

Jan 19, 2022
SELL
$51.87 - $56.86 $9,388 - $10,291
-181 Reduced 3.33%
5,260 $594,000
Q3 2021

Nov 17, 2021
BUY
$51.32 - $54.83 $821 - $877
16 Added 0.29%
5,441 $565,000
Q2 2021

Jul 20, 2021
BUY
$48.92 - $52.14 $782 - $834
16 Added 0.3%
5,425 $565,000
Q1 2021

May 19, 2021
BUY
$44.89 - $48.81 $628 - $683
14 Added 0.26%
5,409 $523,000
Q4 2020

Mar 05, 2021
BUY
$39.03 - $45.5 $780 - $910
20 Added 0.37%
5,395 $491,000
Q3 2020

Nov 19, 2020
BUY
$36.93 - $42.52 $198,498 - $228,545
5,375 New
5,375 $428,000

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

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

Track Jeppson Wealth Management, LLC Portfolio

Follow Jeppson Wealth Management, 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 Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email