Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.75 Billion
  • Q2 2025

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 844,089 shares of SCHB stock, worth $21.4 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
844,089
Previous 1,011,768 16.57%
Holding current value
$21.4 Million
Previous $21.8 Million 7.66%
% of portfolio
0.73%
Previous 0.86%

Shares

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

Jul 16, 2025
SELL
$19.1 - $23.83 $3.2 Million - $4 Million
-167,679 Reduced 16.57%
844,089 $20.1 Million
Q1 2025

Apr 21, 2025
SELL
$21.23 - $23.75 $286,965 - $321,028
-13,517 Reduced 1.32%
1,011,768 $21.8 Million
Q4 2024

Jan 17, 2025
BUY
$22.01 - $66.82 $14.9 Million - $45.3 Million
677,956 Added 195.19%
1,025,285 $23.3 Million
Q3 2024

Nov 08, 2024
BUY
$59.93 - $66.52 $171,759 - $190,646
2,866 Added 0.83%
347,329 $23.1 Million
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $237,936 - $261,618
4,133 Added 1.21%
344,463 $21.7 Million
Q1 2024

Apr 30, 2024
BUY
$54.61 - $61.05 $36,807 - $41,147
674 Added 0.2%
340,330 $20.8 Million
Q4 2023

Jan 30, 2024
SELL
$47.61 - $55.91 $88,935 - $104,439
-1,868 Reduced 0.55%
339,656 $18.9 Million
Q3 2023

Oct 17, 2023
BUY
$49.59 - $53.57 $90,105 - $97,336
1,817 Added 0.53%
341,524 $17 Million
Q2 2023

Jul 19, 2023
BUY
$47.08 - $51.7 $20,479 - $22,489
435 Added 0.13%
339,707 $17.6 Million
Q1 2023

May 10, 2023
BUY
$44.47 - $49.23 $138,524 - $153,351
3,115 Added 0.93%
339,272 $16.2 Million
Q4 2022

Feb 14, 2023
SELL
$41.94 - $47.81 $53,347 - $60,814
-1,272 Reduced 0.38%
336,157 $15.1 Million
Q3 2022

Oct 26, 2022
BUY
$41.99 - $50.63 $65,168 - $78,577
1,552 Added 0.46%
337,429 $14.2 Million
Q2 2022

Aug 10, 2022
SELL
$42.93 - $53.98 $21,379 - $26,882
-498 Reduced 0.15%
335,877 $14.8 Million
Q1 2022

May 13, 2022
BUY
$49.15 - $56.85 $8.25 Million - $9.54 Million
167,882 Added 99.64%
336,375 $18 Million
Q4 2021

Feb 14, 2022
SELL
$51.87 - $56.86 $9.07 Million - $9.95 Million
-174,911 Reduced 50.93%
168,493 $19 Million
Q3 2021

Nov 02, 2021
BUY
$51.32 - $54.83 $17.6 Million - $18.8 Million
342,249 Added 29631.95%
343,404 $35.7 Million
Q2 2021

Jul 27, 2021
SELL
$48.92 - $52.14 $2,152 - $2,294
-44 Reduced 3.67%
1,155 $120,000
Q1 2021

May 11, 2021
SELL
$44.89 - $48.81 $15,756 - $17,132
-351 Reduced 22.65%
1,199 $115,000
Q4 2020

Feb 09, 2021
SELL
$39.03 - $45.5 $5,347 - $6,233
-137 Reduced 8.12%
1,550 $141,000
Q3 2020

Oct 20, 2020
BUY
$36.93 - $42.52 $258 - $297
7 Added 0.42%
1,687 $134,000
Q2 2020

Jul 02, 2020
SELL
$28.84 - $38.49 $403 - $538
-14 Reduced 0.83%
1,680 $0
Q1 2020

Apr 01, 2020
SELL
$26.18 - $40.44 $18,535 - $28,631
-708 Reduced 29.48%
1,694 $0
Q4 2019

Feb 11, 2020
BUY
$34.47 - $38.58 $654 - $733
19 Added 0.8%
2,402 $0
Q3 2019

Oct 09, 2019
SELL
$35.32 - $36.13 $38,746 - $39,634
-1,097 Reduced 31.52%
2,383 $0
Q2 2019

Aug 14, 2019
SELL
N/A
-4 Reduced 0.11%
3,480 $245,000
Q1 2019

May 08, 2019
SELL
N/A
-203 Reduced 5.51%
3,484 $237,000
Q4 2018

Feb 13, 2019
BUY
N/A
11 Added 0.3%
3,687 $220,000
Q3 2018

Nov 14, 2018
BUY
N/A
10 Added 0.27%
3,676 $259,000
Q2 2018

Aug 16, 2018
BUY
N/A
21 Added 0.58%
3,666 $242,000
Q1 2018

May 15, 2018
SELL
N/A
-388 Reduced 9.62%
3,645 $232,000
Q4 2017

Feb 08, 2018
SELL
N/A
-44 Reduced 1.08%
4,033 $260,000
Q3 2017

Nov 08, 2017
SELL
N/A
-8 Reduced 0.2%
4,077 $248,000
Q2 2017

Aug 15, 2017
BUY
N/A
4,085
4,085 $239,000

Others Institutions Holding SCHB

# of Institutions
1,349
Shares Held
569M
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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