Seaside Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Seaside Wealth Management, Inc.

$313 Million
Q2 2025

A detailed history of Seaside Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 243,239 shares of SCHB stock, worth $6.31 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

243,239

Previous 225,257 7.98%

Holding current value

$6.31 Million

Previous $4.85 Million 19.53%

% of portfolio

1.85%

Previous 1.73%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$19.1 - $23.83 $343,456 - $428,511	17,982 Added 7.98%	243,239 $5.8 Million
Q1 2025 May 02, 2025	BUY	$21.23 - $23.75 $1.65 Million - $1.85 Million	77,792 Added 52.75%	225,257 $4.85 Million
Q4 2024 Jan 14, 2025	BUY	$22.01 - $66.82 $2.16 Million - $6.54 Million	97,947 Added 197.8%	147,465 $3.35 Million
Q3 2024 Oct 25, 2024	SELL	$59.93 - $66.52 $238,221 - $264,417	-3,975 Reduced 7.43%	49,518 $3.29 Million
Q2 2024 Aug 07, 2024	BUY	$57.57 - $63.3 $297,579 - $327,197	5,169 Added 10.7%	53,493 $3.36 Million
Q1 2024 Apr 17, 2024	SELL	$54.61 - $61.05 $11,085 - $12,393	-203 Reduced 0.42%	48,324 $2.95 Million
Q4 2023 Jan 23, 2024	BUY	$47.61 - $55.91 $307,703 - $361,346	6,463 Added 15.36%	48,527 $2.7 Million
Q3 2023 Oct 13, 2023	SELL	$49.59 - $53.57 $182,937 - $197,619	-3,689 Reduced 8.06%	42,064 $2.1 Million
Q2 2023 Jul 17, 2023	SELL	$47.08 - $51.7 $763,637 - $838,574	-16,220 Reduced 26.17%	45,753 $2.37 Million
Q1 2023 May 09, 2023	BUY	$44.47 - $49.23 $33,396 - $36,971	751 Added 1.23%	61,973 $2.97 Million
Q4 2022 Feb 09, 2023	SELL	$41.94 - $47.81 $49,698 - $56,654	-1,185 Reduced 1.9%	61,222 $2.74 Million
Q3 2022 Nov 09, 2022	BUY	$41.99 - $50.63 $372,115 - $448,683	8,862 Added 16.55%	62,407 $2.83 Million
Q2 2022 Aug 30, 2022	BUY	$42.93 - $53.98 $2.3 Million - $2.89 Million	53,545 New	53,545 $2.59 Million

Others Institutions Holding SCHB

# of Institutions

1,351

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Seaside Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History