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

Seed Wealth Management, Inc.

  • $145 Billion
  • Q3 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 208,063 shares of SCHB stock, worth $5.37 Million. This represents 3.69% of its overall portfolio holdings.

Number of Shares
208,063
Previous 226,583 8.17%
Holding current value
$5.37 Million
Previous $5.4 Billion 0.93%
% of portfolio
3.69%
Previous 4.02%

Shares

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

Oct 15, 2025
SELL
$23.82 - $25.84 $441,146 - $478,556
-18,520 Reduced 8.17%
208,063 $5.35 Billion
Q2 2025

Jul 14, 2025
SELL
$19.1 - $23.83 $9,550 - $11,915
-500 Reduced 0.22%
226,583 $5.4 Billion
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
1,378
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
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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