Ruggaard & Associates LLC Schwab Strategic Tr Us Broad M Transaction History

Ruggaard & Associates LLC

$249 Billion
Q2 2025

A detailed history of Ruggaard & Associates LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ruggaard & Associates LLC holds 10,277 shares of SCHB stock, worth $264,427. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,277

Previous 13,405 23.33%

Holding current value

$264,427

Previous $289 Million 15.14%

% of portfolio

0.1%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$19.1 - $23.83 $59,744 - $74,540	-3,128 Reduced 23.33%	10,277 $245 Million
Q1 2025 May 15, 2025	SELL	$21.23 - $23.75 $764 - $855	-36 Reduced 0.27%	13,405 $289 Million
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $197,231 - $598,774	8,961 Added 200.02%	13,441 $305 Million
Q1 2024 May 14, 2024	SELL	$54.61 - $61.05 $1,529 - $1,709	-28 Reduced 0.62%	4,480 $274 Million
Q4 2023 Feb 15, 2024	SELL	$47.61 - $55.91 $92,839 - $109,024	-1,950 Reduced 30.2%	4,508 $251 Million
Q3 2023 Nov 09, 2023	SELL	$49.59 - $53.57 $16,364 - $17,678	-330 Reduced 4.86%	6,458 $322 Million
Q1 2023 May 15, 2023	BUY	$44.47 - $49.23 $301,862 - $334,173	6,788 New	6,788 $325 Million

Others Institutions Holding SCHB

# of Institutions

1,347

Shares Held

564M

Call Options Held

500K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR US BROAD M

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Ruggaard & Associates LLC Schwab Strategic Tr Us Broad M Transaction History