Phil A. Younker & Associates, Ltd. Schwab Strategic Tr Us Broad M Transaction History

Phil A. Younker & Associates, Ltd.

  • $101 Billion
  • Q2 2025

A detailed history of Phil A. Younker & Associates, Ltd. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 924,085 shares of SCHB stock, worth $23.3 Million. This represents 21.71% of its overall portfolio holdings.

Number of Shares
924,085
Previous 1,004,136 7.97%
Holding current value
$23.3 Million
Previous $21.6 Billion 1.86%
% of portfolio
21.71%
Previous 21.28%

Shares

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

Jul 16, 2025
SELL
$19.1 - $23.83 $1.53 Million - $1.91 Million
-80,051 Reduced 7.97%
924,085 $22 Billion
Q1 2025

Apr 29, 2025
SELL
$21.23 - $23.75 $1.67 Million - $1.87 Million
-78,680 Reduced 7.27%
1,004,136 $21.6 Billion
Q4 2024

Apr 07, 2025
BUY
$22.01 - $66.82 $23.8 Million - $72.4 Million
1,082,816 New
1,082,816 $24.6 Billion

Others Institutions Holding SCHB

# of Institutions
1,350
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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  • Ticker SCHB
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