Mason & Associates, LLC Schwab Strategic Tr Us Broad M Transaction History

Mason & Associates, LLC

  • $398 Billion
  • Q2 2025

A detailed history of Mason & Associates, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Mason & Associates, LLC holds 103,162 shares of SCHB stock, worth $2.65 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
103,162
Previous 104,963 1.72%
Holding current value
$2.65 Million
Previous $2.26 Billion 8.78%
% of portfolio
0.62%
Previous 0.65%

Shares

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

Jul 30, 2025
SELL
$19.1 - $23.83 $34,399 - $42,917
-1,801 Reduced 1.72%
103,162 $2.46 Billion
Q1 2025

Apr 10, 2025
SELL
$21.23 - $23.75 $119,397 - $133,570
-5,624 Reduced 5.09%
104,963 $2.26 Billion
Q4 2024

Jan 15, 2025
BUY
$22.01 - $66.82 $1.61 Million - $4.88 Million
73,036 Added 194.5%
110,587 $2.51 Billion
Q3 2024

Oct 15, 2024
SELL
$59.93 - $66.52 $40,392 - $44,834
-674 Reduced 1.76%
37,551 $2.5 Billion
Q2 2024

Jul 16, 2024
BUY
$57.57 - $63.3 $2.2 Million - $2.42 Million
38,225 New
38,225 $2.4 Billion

Others Institutions Holding SCHB

# of Institutions
1,350
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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