Pro Vise Management Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Pro Vise Management Group, LLC

  • $1.33 Billion
  • Q3 2025

A detailed history of Pro Vise Management Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pro Vise Management Group, LLC holds 238,163 shares of SCHB stock, worth $6.15 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
238,163
Previous 246,506 3.38%
Holding current value
$6.15 Million
Previous $5.87 Million 4.24%
% of portfolio
0.46%
Previous 0.47%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$23.82 - $25.84 $198,730 - $215,583
-8,343 Reduced 3.38%
238,163 $6.12 Million
Q2 2025

Aug 08, 2025
SELL
$19.1 - $23.83 $38,639 - $48,208
-2,023 Reduced 0.81%
246,506 $5.87 Million
Q1 2025

May 08, 2025
SELL
$21.23 - $23.75 $317,791 - $355,513
-14,969 Reduced 5.68%
248,529 $5.35 Million
Q4 2024

Feb 10, 2025
BUY
$22.01 - $66.82 $3.84 Million - $11.6 Million
174,280 Added 195.34%
263,498 $5.98 Million
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $65,383 - $72,573
1,091 Added 1.24%
89,218 $5.93 Million
Q2 2024

Aug 12, 2024
SELL
$57.57 - $63.3 $74,035 - $81,403
-1,286 Reduced 1.44%
88,127 $5.54 Million
Q1 2024

May 09, 2024
BUY
$54.61 - $61.05 $81,259 - $90,842
1,488 Added 1.69%
89,413 $5.46 Million
Q4 2023

Feb 09, 2024
BUY
$47.61 - $55.91 $37,040 - $43,497
778 Added 0.89%
87,925 $4.89 Million
Q3 2023

Nov 08, 2023
SELL
$49.59 - $53.57 $118,867 - $128,407
-2,397 Reduced 2.68%
87,147 $4.34 Million
Q2 2023

Aug 24, 2023
BUY
$47.08 - $51.7 $94 - $103
2 Added 0.0%
89,544 $4.63 Million
Q1 2023

May 05, 2023
BUY
$44.47 - $49.23 $131,675 - $145,770
2,961 Added 3.42%
89,542 $4.28 Million
Q4 2022

Feb 09, 2023
SELL
$41.94 - $47.81 $140,666 - $160,354
-3,354 Reduced 3.73%
86,581 $3.88 Million
Q3 2022

Nov 09, 2022
SELL
$41.99 - $50.63 $64,202 - $77,413
-1,529 Reduced 1.67%
89,935 $3.78 Million
Q2 2022

Aug 08, 2022
BUY
$42.93 - $53.98 $328,071 - $412,515
7,642 Added 9.12%
91,464 $4.04 Million
Q1 2022

Apr 27, 2022
BUY
$49.15 - $56.85 $2.18 Million - $2.52 Million
44,277 Added 111.97%
83,822 $4.48 Million
Q4 2021

Jan 18, 2022
SELL
$51.87 - $56.86 $150,267 - $164,723
-2,897 Reduced 6.83%
39,545 $4.47 Million
Q3 2021

Oct 20, 2021
BUY
$51.32 - $54.83 $58,042 - $62,012
1,131 Added 2.74%
42,442 $4.41 Million
Q2 2021

Aug 06, 2021
BUY
$48.92 - $52.14 $142,406 - $151,779
2,911 Added 7.58%
41,311 $4.31 Million
Q1 2021

Apr 22, 2021
BUY
$44.89 - $48.81 $21,681 - $23,575
483 Added 1.27%
38,400 $3.71 Million
Q4 2020

Jan 19, 2021
SELL
$39.03 - $45.5 $20,412 - $23,796
-523 Reduced 1.36%
37,917 $3.45 Million
Q3 2020

Oct 26, 2020
BUY
$36.93 - $42.52 $12,408 - $14,286
336 Added 0.88%
38,440 $3.06 Million
Q2 2020

Aug 07, 2020
SELL
$28.84 - $38.49 $22,351 - $29,829
-775 Reduced 1.99%
38,104 $2.8 Million
Q1 2020

May 07, 2020
BUY
$26.18 - $40.44 $1,178 - $1,819
45 Added 0.12%
38,879 $2.35 Million
Q4 2019

Feb 11, 2020
SELL
$34.47 - $38.58 $9,789 - $10,956
-284 Reduced 0.73%
38,834 $2.99 Million
Q3 2019

Nov 13, 2019
BUY
$35.32 - $36.13 $40,335 - $41,260
1,142 Added 3.01%
39,118 $2.78 Million
Q2 2019

Aug 09, 2019
BUY
N/A
2,297 Added 6.44%
37,976 $2.68 Million
Q1 2019

May 13, 2019
BUY
N/A
2,595 Added 7.84%
35,679 $2.43 Million
Q4 2018

Feb 13, 2019
BUY
N/A
674 Added 2.08%
33,084 $1.98 Million
Q3 2018

Nov 05, 2018
BUY
N/A
1,807 Added 5.9%
32,410 $2.28 Million
Q2 2018

Aug 13, 2018
BUY
N/A
2,008 Added 7.02%
30,603 $2.02 Million
Q1 2018

May 09, 2018
BUY
N/A
619 Added 2.21%
28,595 $1.82 Million
Q4 2017

Feb 07, 2018
SELL
N/A
-179 Reduced 0.64%
27,976 $1.81 Million
Q3 2017

Nov 08, 2017
BUY
N/A
28,155
28,155 $1.72 Million

Others Institutions Holding SCHB

# of Institutions
1,378
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Pro Vise Management Group, LLC Portfolio

Follow Pro Vise Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pro Vise Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pro Vise Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email