Royal Capital Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Royal Capital Wealth Management, LLC

$147 Million
Q2 2025

A detailed history of Royal Capital Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Royal Capital Wealth Management, LLC holds 18,080 shares of SCHB stock, worth $465,198. This represents 0.29% of its overall portfolio holdings.

Number of Shares

18,080

Previous 18,075 0.03%

Holding current value

$465,198

Previous $389,000 10.54%

% of portfolio

0.29%

Previous 0.28%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$19.1 - $23.83 $95 - $119	5 Added 0.03%	18,080 $430,000
Q1 2025 May 14, 2025	BUY	$21.23 - $23.75 $106 - $118	5 Added 0.03%	18,075 $389,000
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $265,198 - $805,114	12,049 Added 200.12%	18,070 $410,000
Q3 2024 Nov 14, 2024	SELL	$59.93 - $66.52 $38,714 - $42,971	-646 Reduced 9.69%	6,021 $400,000
Q1 2024 May 15, 2024	SELL	$54.61 - $61.05 $165,741 - $185,286	-3,035 Reduced 31.28%	6,667 $407,000
Q4 2023 Feb 07, 2024	BUY	$47.61 - $55.91 $142 - $167	3 Added 0.03%	9,702 $540,000
Q3 2023 Nov 14, 2023	BUY	$49.59 - $53.57 $150,654 - $162,745	3,038 Added 45.61%	9,699 $483,000
Q2 2023 Aug 11, 2023	BUY	$47.08 - $51.7 $4,802 - $5,273	102 Added 1.56%	6,661 $344,000
Q1 2023 May 12, 2023	BUY	$44.47 - $49.23 $88 - $98	2 Added 0.03%	6,559 $314,000
Q4 2022 Feb 14, 2023	BUY	$41.94 - $47.81 $3,774 - $4,302	90 Added 1.39%	6,557 $294,000
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $83 - $101	2 Added 0.03%	6,467 $272,000
Q2 2022 Aug 16, 2022	BUY	$42.93 - $53.98 $1,502 - $1,889	35 Added 0.54%	6,465 $286,000
Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $153,102 - $177,087	3,115 Added 93.97%	6,430 $343,000
Q4 2021 Feb 15, 2022	BUY	$51.87 - $56.86 $171,949 - $188,490	3,315 New	3,315 $375,000

Others Institutions Holding SCHB

# of Institutions

1,347

Shares Held

564M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Royal Capital Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History