Pullen Investment Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Pullen Investment Management, LLC

$166 Billion
Q2 2025

A detailed history of Pullen Investment Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pullen Investment Management, LLC holds 201,520 shares of SCHB stock, worth $5.23 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares

201,520

Previous 229,949 12.36%

Holding current value

$5.23 Million

Previous $4.95 Billion 3.0%

% of portfolio

2.89%

Previous 3.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$19.1 - $23.83 $542,993 - $677,463	-28,429 Reduced 12.36%	201,520 $4.8 Billion
Q1 2025 Apr 16, 2025	SELL	$21.23 - $23.75 $22,758 - $25,460	-1,072 Reduced 0.46%	229,949 $4.95 Billion
Q4 2024 Feb 24, 2025	BUY	$22.01 - $66.82 $3.39 Million - $10.3 Million	154,014 Added 200.0%	231,021 $5.24 Billion
Q3 2024 Oct 24, 2024	SELL	$59.93 - $66.52 $8,869 - $9,844	-148 Reduced 0.19%	77,007 $5.12 Billion
Q2 2024 Jul 26, 2024	SELL	$57.57 - $63.3 $77,834 - $85,581	-1,352 Reduced 1.72%	77,155 $4.85 Billion
Q1 2024 May 01, 2024	BUY	$54.61 - $61.05 $4.29 Million - $4.79 Million	78,507 New	78,507 $4.79 Billion

Others Institutions Holding SCHB

# of Institutions

1,351

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR US BROAD M

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Pullen Investment Management, LLC Schwab Strategic Tr Us Broad M Transaction History