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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 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 279,101 shares of SCHB stock, worth $7.18 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
279,101
Previous 253,045 10.3%
Holding current value
$7.18 Million
Previous $5.45 Million 22.06%
% of portfolio
0.18%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
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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