Operose Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Operose Advisors LLC

$398 Million
Q3 2025

A detailed history of Operose Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Operose Advisors LLC holds 86,989 shares of SCHB stock, worth $2.25 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

86,989

Previous 86,841 0.17%

Holding current value

$2.25 Million

Previous $2.07 Million 8.07%

% of portfolio

0.56%

Previous 0.59%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$23.82 - $25.84 $3,525 - $3,824	148 Added 0.17%	86,989 $2.24 Million
Q2 2025 Aug 14, 2025	BUY	$19.1 - $23.83 $26,510 - $33,076	1,388 Added 1.62%	86,841 $2.07 Million
Q1 2025 May 12, 2025	BUY	$21.23 - $23.75 $5,541 - $6,198	261 Added 0.31%	85,453 $1.84 Million
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $1.23 Million - $3.74 Million	56,021 Added 192.04%	85,192 $1.93 Million
Q3 2024 Nov 13, 2024	BUY	$59.93 - $66.52 $11,087 - $12,306	185 Added 0.64%	29,171 $1.94 Million

Q1 2024 May 13, 2024	BUY	$54.61 - $61.05 $4,805 - $5,372	88 Added 0.3%	28,986 $1.77 Million
Q4 2023 Feb 12, 2024	BUY	$47.61 - $55.91 $181,346 - $212,961	3,809 Added 15.18%	28,898 $1.61 Million
Q3 2023 Nov 13, 2023	BUY	$49.59 - $53.57 $4,711 - $5,089	95 Added 0.38%	25,089 $1.25 Million
Q2 2023 Aug 08, 2023	BUY	$47.08 - $51.7 $4,331 - $4,756	92 Added 0.37%	24,994 $1.29 Million
Q1 2023 May 09, 2023	BUY	$44.47 - $49.23 $4,224 - $4,676	95 Added 0.38%	24,902 $1.19 Million
Q4 2022 Feb 13, 2023	SELL	$41.94 - $47.81 $44,708 - $50,965	-1,066 Reduced 4.12%	24,807 $1.11 Million
Q3 2022 Nov 14, 2022	SELL	$41.99 - $50.63 $244,633 - $294,970	-5,826 Reduced 18.38%	25,873 $1.09 Million
Q2 2022 Aug 11, 2022	BUY	$42.93 - $53.98 $207,308 - $260,669	4,829 Added 17.97%	31,699 $1.4 Million
Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $722,160 - $835,297	14,693 Added 120.66%	26,870 $1.44 Million
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $631,620 - $692,384	12,177 New	12,177 $1.38 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

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Operose Advisors LLC Schwab Strategic Tr Us Broad M Transaction History