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

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,518,936 shares of SCHB stock, worth $39.2 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
1,518,936
Previous 290,609 422.67%
Holding current value
$39.2 Million
Previous $6.93 Million 563825.82%
% of portfolio
0.77%
Previous 0.01%

Shares

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

Nov 12, 2025
BUY
$23.82 - $25.84 $29.3 Million - $31.7 Million
1,228,327 Added 422.67%
1,518,936 $39.1 Billion
Q2 2025

Nov 12, 2025
BUY
$19.1 - $23.83 $219,802 - $274,235
11,508 Added 4.12%
290,609 $6.93 Million
Q2 2025

Aug 14, 2025
BUY
$19.1 - $23.83 $497,669 - $620,914
26,056 Added 10.3%
279,101 $6.65 Million
Q1 2025

May 15, 2025
BUY
$21.23 - $23.75 $5.37 Million - $6.01 Million
253,045 New
253,045 $5.45 Billion

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
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
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