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

Phil A. Younker & Associates, Ltd.

  • $102 Billion
  • Q1 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 1,004,136 shares of SCHB stock, worth $22.8 Million. This represents 21.28% of its overall portfolio holdings.

Number of Shares
1,004,136
Previous 1,082,816 7.27%
Holding current value
$22.8 Million
Previous $24.6 Billion 12.05%
% of portfolio
21.28%
Previous 24.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,291
Shares Held
488M
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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