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

North Berkeley Wealth Management, LLC

  • $127 Billion
  • Q3 2025

A detailed history of North Berkeley Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 14,382 shares of SCHB stock, worth $371,343. This represents 0.29% of its overall portfolio holdings.

Number of Shares
14,382
Previous 14,382 -0.0%
Holding current value
$371,343
Previous $343 Million 7.89%
% of portfolio
0.29%
Previous 0.31%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Apr 03, 2025
BUY
$22.01 - $66.82 $316,547 - $961,005
14,382 New
14,382 $326 Million

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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