Sns Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Sns Financial Group, LLC

$1.04 Billion
Q2 2025

A detailed history of Sns Financial Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sns Financial Group, LLC holds 1,864,325 shares of SCHB stock, worth $45.7 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares

1,864,325

Previous 1,858,469 0.32%

Holding current value

$45.7 Million

Previous $40 Million 11.03%

% of portfolio

4.27%

Previous 4.09%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$19.1 - $23.83 $111,849 - $139,548	5,856 Added 0.32%	1,864,325 $44.4 Million
Q1 2025 May 05, 2025	SELL	$21.23 - $23.75 $1.59 Million - $1.78 Million	-75,066 Reduced 3.88%	1,858,469 $40 Million
Q4 2024 Jan 31, 2025	BUY	$22.01 - $66.82 $26 Million - $78.9 Million	1,180,784 Added 156.86%	1,933,535 $43.9 Million
Q3 2024 Oct 31, 2024	SELL	$59.93 - $66.52 $1.28 Million - $1.42 Million	-21,419 Reduced 2.77%	752,751 $50.1 Million
Q2 2024 Jul 25, 2024	SELL	$57.57 - $63.3 $291,361 - $320,361	-5,061 Reduced 0.65%	774,170 $48.7 Million
Q1 2024 Apr 24, 2024	BUY	$54.61 - $61.05 $7.53 Million - $8.42 Million	137,873 Added 21.5%	779,231 $47.6 Million
Q4 2023 Jan 22, 2024	SELL	$47.61 - $55.91 $234,241 - $275,077	-4,920 Reduced 0.76%	641,358 $35.7 Million
Q3 2023 Oct 19, 2023	BUY	$49.59 - $53.57 $995,072 - $1.07 Million	20,066 Added 3.2%	646,278 $32.2 Million
Q2 2023 Jul 17, 2023	SELL	$47.08 - $51.7 $465,809 - $511,519	-9,894 Reduced 1.56%	626,212 $32.4 Million
Q1 2023 Apr 28, 2023	SELL	$44.47 - $49.23 $362,964 - $401,815	-8,162 Reduced 1.27%	636,106 $30.4 Million
Q4 2022 Jan 25, 2023	BUY	$41.94 - $47.81 $474,467 - $540,874	11,313 Added 1.79%	644,268 $0
Q3 2022 Oct 12, 2022	SELL	$41.99 - $50.63 $114,842 - $138,473	-2,735 Reduced 0.43%	632,955 $26.6 Million
Q2 2022 Jul 22, 2022	SELL	$42.93 - $53.98 $380,145 - $477,992	-8,855 Reduced 1.37%	635,690 $28.1 Million
Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $15.1 Million - $17.5 Million	307,503 Added 91.24%	644,545 $34.4 Million
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $376,420 - $412,633	7,257 Added 2.2%	337,042 $38.1 Million
Q3 2021 Nov 12, 2021	SELL	$51.32 - $54.83 $4.63 Million - $4.95 Million	-90,216 Reduced 21.48%	329,785 $34.3 Million
Q2 2021 Aug 02, 2021	BUY	$48.92 - $52.14 $558,568 - $595,334	11,418 Added 2.79%	420,001 $43.8 Million
Q1 2021 May 12, 2021	SELL	$44.89 - $48.81 $227,502 - $247,369	-5,068 Reduced 1.23%	408,583 $39.5 Million
Q4 2020 Feb 05, 2021	BUY	$39.03 - $45.5 $108,035 - $125,944	2,768 Added 0.67%	413,651 $37.6 Million
Q3 2020 Nov 13, 2020	BUY	$36.93 - $42.52 $27,512 - $31,677	745 Added 0.18%	410,883 $32.7 Million
Q2 2020 Aug 06, 2020	BUY	$28.84 - $38.49 $331,054 - $441,826	11,479 Added 2.88%	410,138 $30.1 Million
Q1 2020 May 07, 2020	BUY	$26.18 - $40.44 $955,124 - $1.48 Million	36,483 Added 10.07%	398,659 $24.1 Million
Q4 2019 Feb 07, 2020	BUY	$34.47 - $38.58 $419,844 - $469,904	12,180 Added 3.48%	362,176 $27.8 Million
Q3 2019 Nov 12, 2019	SELL	$35.32 - $36.13 $51,602 - $52,785	-1,461 Reduced 0.42%	349,996 $24.9 Million
Q2 2019 Jul 26, 2019	BUY	N/A	16,051 Added 4.79%	351,457 $24.8 Million
Q1 2019 May 14, 2019	BUY	N/A	21,292 Added 6.78%	335,406 $22.8 Million
Q4 2018 Feb 05, 2019	SELL	N/A	-11,722 Reduced 3.6%	314,114 $18.8 Million
Q3 2018 Oct 23, 2018	BUY	N/A	15,018 Added 4.83%	325,836 $22.9 Million
Q2 2018 Aug 14, 2018	BUY	N/A	52,339 Added 20.25%	310,818 $20.5 Million
Q1 2018 May 02, 2018	BUY	N/A	33,436 Added 14.86%	258,479 $16.5 Million
Q4 2017 Feb 09, 2018	BUY	N/A	12,509 Added 5.89%	225,043 $14.5 Million
Q3 2017 Nov 07, 2017	BUY	N/A	21,780 Added 11.42%	212,534 $12.9 Million
Q2 2017 Aug 09, 2017	BUY	N/A	190,754	190,754 $11.2 Million

Others Institutions Holding SCHB

# of Institutions

1,342

Shares Held

496M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sns Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sns Financial Group, LLC with notifications on news.

Account

Sns Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History