Michels Family Financial, LLC Schwab Strategic Tr Us Broad M Transaction History

Michels Family Financial, LLC

  • $117 Billion
  • Q2 2025

A detailed history of Michels Family Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Michels Family Financial, LLC holds 11,610 shares of SCHB stock, worth $298,725. This represents 0.24% of its overall portfolio holdings.

Number of Shares
11,610
Previous 11,579 0.27%
Holding current value
$298,725
Previous $249 Million 10.98%
% of portfolio
0.24%
Previous 0.23%

Shares

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

Jul 16, 2025
BUY
$19.1 - $23.83 $592 - $738
31 Added 0.27%
11,610 $277 Million
Q1 2025

May 15, 2025
SELL
$21.23 - $23.75 $1,528 - $1,710
-72 Reduced 0.62%
11,579 $249 Million
Q4 2024

Feb 20, 2025
BUY
$22.01 - $66.82 $256,438 - $778,519
11,651 New
11,651 $264 Million

Others Institutions Holding SCHB

# of Institutions
1,347
Shares Held
564M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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