Rtd Financial Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Rtd Financial Advisors, Inc.

  • $781 Million
  • Q2 2025

A detailed history of Rtd Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 135,799 shares of SCHB stock, worth $3.34 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
135,799
Previous 136,759 0.7%
Holding current value
$3.34 Million
Previous $2.93 Million 10.37%
% of portfolio
0.41%
Previous 0.39%

Shares

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

Jul 15, 2025
SELL
$19.1 - $23.83 $18,336 - $22,876
-960 Reduced 0.7%
135,799 $3.24 Million
Q1 2025

Apr 16, 2025
SELL
$21.23 - $23.75 $156,762 - $175,370
-7,384 Reduced 5.12%
136,759 $2.93 Million
Q4 2024

Jan 21, 2025
BUY
$22.01 - $66.82 $2.12 Million - $6.42 Million
96,098 Added 200.02%
144,143 $3.27 Million
Q3 2024

Oct 30, 2024
SELL
$59.93 - $66.52 $48,183 - $53,482
-804 Reduced 1.65%
48,045 $3.2 Million
Q2 2024

Jul 22, 2024
SELL
$57.57 - $63.3 $110,764 - $121,789
-1,924 Reduced 3.79%
48,849 $3.07 Million
Q1 2024

Apr 19, 2024
SELL
$54.61 - $61.05 $11,304 - $12,637
-207 Reduced 0.41%
50,773 $3.1 Million
Q4 2023

Jan 17, 2024
SELL
$47.61 - $55.91 $34,088 - $40,031
-716 Reduced 1.39%
50,980 $2.84 Million
Q3 2023

Oct 19, 2023
SELL
$49.59 - $53.57 $84,600 - $91,390
-1,706 Reduced 3.19%
51,696 $2.58 Million
Q2 2023

Jul 13, 2023
SELL
$47.08 - $51.7 $25,140 - $27,607
-534 Reduced 0.99%
53,402 $2.76 Million
Q1 2023

Apr 18, 2023
SELL
$44.47 - $49.23 $8,271 - $9,156
-186 Reduced 0.34%
53,936 $2.58 Million
Q4 2022

Jan 24, 2023
SELL
$41.94 - $47.81 $37,033 - $42,216
-883 Reduced 1.61%
54,122 $0
Q3 2022

Oct 12, 2022
SELL
$41.99 - $50.63 $37,077 - $44,706
-883 Reduced 1.58%
55,005 $2.31 Million
Q2 2022

Jul 21, 2022
SELL
$42.93 - $53.98 $9,101 - $11,443
-212 Reduced 0.38%
55,888 $2.47 Million
Q1 2022

May 03, 2022
BUY
$49.15 - $56.85 $1.36 Million - $1.57 Million
27,626 Added 97.02%
56,100 $3 Million
Q4 2021

May 02, 2022
BUY
$51.87 - $56.86 $1.48 Million - $1.62 Million
28,474 New
28,474 $3.22 Million

Others Institutions Holding SCHB

# of Institutions
1,326
Shares Held
496M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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  • Ticker SCHB
  • Sector ETFs
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