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

Seed Wealth Management, Inc.

$123 Billion
Q1 2025

A detailed history of Seed Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Seed Wealth Management, Inc. holds 227,083 shares of SCHB stock, worth $5.16 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares

227,083

Previous 209,493 8.4%

Holding current value

$5.16 Million

Previous $4.76 Billion 2.81%

% of portfolio

3.98%

Previous 3.84%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	BUY	$21.23 - $23.75 $373,435 - $417,762	17,590 Added 8.4%	227,083 $4.89 Billion
Q4 2024 Jan 13, 2025	BUY	$22.01 - $66.82 $3.07 Million - $9.33 Million	139,662 Added 200.0%	209,493 $4.76 Billion
Q3 2024 Nov 04, 2024	SELL	$59.93 - $66.52 $113,867 - $126,387	-1,900 Reduced 2.65%	69,831 $4.65 Billion
Q2 2024 Jul 16, 2024	SELL	$57.57 - $63.3 $76,568 - $84,189	-1,330 Reduced 1.82%	71,731 $4.51 Billion
Q1 2024 Apr 15, 2024	SELL	$54.61 - $61.05 $21,844 - $24,420	-400 Reduced 0.54%	73,061 $4.45 Billion
Q3 2023 Oct 13, 2023	SELL	$49.59 - $53.57 $51,028 - $55,123	-1,029 Reduced 1.38%	73,461 $3.66 Billion
Q1 2023 Apr 24, 2023	BUY	$44.47 - $49.23 $84,493 - $93,537	1,900 Added 2.62%	74,490 $3.56 Billion
Q4 2022 Jan 30, 2023	BUY	$41.94 - $47.81 $3.04 Million - $3.47 Million	72,590 New	72,590 $3.25 Billion

Others Institutions Holding SCHB

# of Institutions

1,293

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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