Secure Asset Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Secure Asset Management, LLC

  • $585 Million
  • Q3 2025

A detailed history of Secure Asset Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Secure Asset Management, LLC holds 9,809 shares of SCHB stock, worth $252,385. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,809
Previous 10,165 3.5%
Holding current value
$252,385
Previous $242,000 4.13%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$23.82 - $25.84 $8,479 - $9,199
-356 Reduced 3.5%
9,809 $252,000
Q2 2025

Jul 10, 2025
BUY
$19.1 - $23.83 $194,151 - $242,231
10,165 New
10,165 $242,000

Others Institutions Holding SCHB

# of Institutions
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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