One Ascent Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

One Ascent Wealth Management LLC

  • $271 Million
  • Q2 2025

A detailed history of One Ascent Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 34,079 shares of SCHB stock, worth $880,601. This represents 0.3% of its overall portfolio holdings.

Number of Shares
34,079
Previous 15,693 117.16%
Holding current value
$880,601
Previous $338,000 140.24%
% of portfolio
0.3%
Previous 0.15%

Shares

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

Aug 06, 2025
BUY
$19.1 - $23.83 $351,172 - $438,138
18,386 Added 117.16%
34,079 $812,000
Q1 2025

May 05, 2025
SELL
$21.23 - $23.75 $36,239 - $40,541
-1,707 Reduced 9.81%
15,693 $338,000
Q4 2024

Feb 12, 2025
BUY
$22.01 - $66.82 $217,216 - $659,446
9,869 Added 131.05%
17,400 $395,000
Q3 2024

Nov 07, 2024
BUY
$59.93 - $66.52 $451,332 - $500,962
7,531 New
7,531 $501,000
Q1 2024

Apr 16, 2024
BUY
$54.61 - $61.05 $37,680 - $42,124
690 Added 11.53%
6,674 $407,000
Q4 2023

Jan 11, 2024
BUY
$47.61 - $55.91 $284,898 - $334,565
5,984 New
5,984 $333,000

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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