Pasadena Private Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Pasadena Private Wealth, LLC

  • $500 Million
  • Q2 2025

A detailed history of Pasadena Private Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 54,586 shares of SCHB stock, worth $1.34 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
54,586
Previous 61,877 11.78%
Holding current value
$1.34 Million
Previous $1.33 Million 2.4%
% of portfolio
0.26%
Previous 0.28%

Shares

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

Aug 01, 2025
SELL
$19.1 - $23.83 $139,258 - $173,744
-7,291 Reduced 11.78%
54,586 $1.3 Million
Q1 2025

May 08, 2025
BUY
$21.23 - $23.75 $1.31 Million - $1.47 Million
61,877 New
61,877 $1.33 Million
Q4 2022

Feb 02, 2023
BUY
$41.94 - $47.81 $19.9 Million - $22.7 Million
475,591 New
475,591 $21.3 Million

Others Institutions Holding SCHB

# of Institutions
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
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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