Sightline Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Sightline Wealth Advisors, LLC

  • $220 Million
  • Q3 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 26,688 shares of SCHB stock, worth $689,084. This represents 0.31% of its overall portfolio holdings.

Number of Shares
26,688
Previous 24,058 10.93%
Holding current value
$689,084
Previous $573,000 19.72%
% of portfolio
0.31%
Previous 0.28%

Shares

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

Nov 03, 2025
BUY
$23.82 - $25.84 $62,646 - $67,959
2,630 Added 10.93%
26,688 $686,000
Q2 2025

Jul 15, 2025
BUY
$19.1 - $23.83 $4,087 - $5,099
214 Added 0.9%
24,058 $573,000
Q1 2025

Apr 29, 2025
SELL
$21.23 - $23.75 $7,748 - $8,668
-365 Reduced 1.51%
23,844 $513,000
Q4 2024

Jan 13, 2025
BUY
$22.01 - $66.82 $356,694 - $1.08 Million
16,206 Added 202.5%
24,209 $549,000
Q3 2024

Oct 21, 2024
BUY
$59.93 - $66.52 $6,052 - $6,718
101 Added 1.28%
8,003 $532,000
Q2 2024

Aug 02, 2024
SELL
$57.57 - $63.3 $3,684 - $4,051
-64 Reduced 0.8%
7,902 $496,000
Q1 2024

Apr 24, 2024
BUY
$54.61 - $61.05 $4,860 - $5,433
89 Added 1.13%
7,966 $486,000
Q4 2023

Jan 23, 2024
BUY
$47.61 - $55.91 $4,951 - $5,814
104 Added 1.34%
7,877 $438,000
Q3 2023

Nov 01, 2023
BUY
$49.59 - $53.57 $8,380 - $9,053
169 Added 2.22%
7,773 $387,000
Q2 2023

Jul 14, 2023
SELL
$47.08 - $51.7 $51,882 - $56,973
-1,102 Reduced 12.66%
7,604 $393,000
Q1 2023

May 02, 2023
BUY
$44.47 - $49.23 $8,049 - $8,910
181 Added 2.12%
8,706 $416,000
Q4 2022

Jan 26, 2023
BUY
$41.94 - $47.81 $293 - $334
7 Added 0.08%
8,525 $0
Q3 2022

Oct 26, 2022
BUY
$41.99 - $50.63 $3,653 - $4,404
87 Added 1.03%
8,518 $367,000
Q2 2022

Jul 15, 2022
SELL
$42.93 - $53.98 $42 - $53
-1 Reduced 0.01%
8,431 $371,000
Q1 2022

Apr 29, 2022
BUY
$49.15 - $56.85 $209,182 - $241,953
4,256 Added 101.92%
8,432 $450,000
Q4 2021

Jan 26, 2022
BUY
$51.87 - $56.86 $829 - $909
16 Added 0.38%
4,176 $474,000
Q3 2021

Oct 25, 2021
BUY
$51.32 - $54.83 $153 - $164
3 Added 0.07%
4,160 $432,000
Q2 2021

Jul 22, 2021
BUY
$48.92 - $52.14 $2,201 - $2,346
45 Added 1.09%
4,157 $433,000
Q1 2021

May 10, 2021
BUY
$44.89 - $48.81 $314 - $341
7 Added 0.17%
4,112 $398,000
Q4 2020

Feb 02, 2021
BUY
$39.03 - $45.5 $160,218 - $186,777
4,105 New
4,105 $374,000

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
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More about SCHB
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