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

Selective Wealth Management, Inc.

$240 Million
Q1 2025

A detailed history of Selective Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 73,734 shares of SCHB stock, worth $1.68 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

73,734

Previous 73,734 -0.0%

Holding current value

$1.68 Million

Previous $1.67 Million 5.56%

% of portfolio

0.66%

Previous 0.68%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$22.01 - $66.82 $1.07 Million - $3.25 Million	48,706 Added 194.61%	73,734 $1.67 Million
Q2 2024 Jul 10, 2024	BUY	$57.57 - $63.3 $4,317 - $4,747	75 Added 0.3%	25,028 $1.57 Million
Q1 2024 Apr 11, 2024	BUY	$54.61 - $61.05 $1.36 Million - $1.52 Million	24,953 New	24,953 $1.52 Million
Q3 2022 Oct 21, 2022	BUY	$41.99 - $50.63 $44,719 - $53,920	1,065 Added 149.79%	1,776 $75,000
Q2 2022 Jul 28, 2022	BUY	$42.93 - $53.98 $128 - $161	3 Added 0.42%	711 $31,000
Q1 2022 Apr 20, 2022	BUY	$49.15 - $56.85 $17,399 - $20,124	354 Added 100.0%	708 $38,000
Q4 2021 Jan 18, 2022	BUY	$51.87 - $56.86 $2,749 - $3,013	53 Added 17.61%	354 $40,000
Q1 2021 Apr 09, 2021	BUY	$44.89 - $48.81 $44 - $48	1 Added 0.33%	301 $29,000
Q4 2020 Jan 22, 2021	BUY	$39.03 - $45.5 $39 - $45	1 Added 0.33%	300 $27,000
Q3 2020 Oct 21, 2020	BUY	$36.93 - $42.52 $73 - $85	2 Added 0.67%	299 $24,000
Q2 2020 Jul 15, 2020	SELL	$28.84 - $38.49 $1,297 - $1,732	-45 Reduced 13.16%	297 $22,000
Q1 2020 Apr 16, 2020	SELL	$26.18 - $40.44 $13,665 - $21,109	-522 Reduced 60.42%	342 $21,000
Q4 2019 Jan 10, 2020	BUY	$34.47 - $38.58 $344 - $385	10 Added 1.17%	864 $66,000
Q3 2019 Oct 29, 2019	BUY	$35.32 - $36.13 $30,163 - $30,855	854 New	854 $61,000

Others Institutions Holding SCHB

# of Institutions

1,293

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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