One Charles Private Wealth Services, LLC Schwab Strategic Tr Us Broad M Transaction History

One Charles Private Wealth Services, LLC

  • $342 Million
  • Q3 2025

A detailed history of One Charles Private Wealth Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 230,943 shares of SCHB stock, worth $5.96 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
230,943
Previous 228,227 1.19%
Holding current value
$5.96 Million
Previous $5.44 Million 9.18%
% of portfolio
1.73%
Previous 1.67%

Shares

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

Nov 12, 2025
BUY
$23.82 - $25.84 $64,695 - $70,181
2,716 Added 1.19%
230,943 $5.94 Million
Q2 2025

Aug 12, 2025
BUY
$19.1 - $23.83 $4.36 Million - $5.44 Million
228,227 New
228,227 $5.44 Million

Others Institutions Holding SCHB

# of Institutions
1,378
Shares Held
501M
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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