Soltis Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Soltis Investment Advisors LLC

  • $1.23 Billion
  • Q2 2025

A detailed history of Soltis Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 41,727 shares of SCHB stock, worth $1.08 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
41,727
Previous 36,266 15.06%
Holding current value
$1.08 Million
Previous $780,000 27.44%
% of portfolio
0.08%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$19.1 - $23.83 $104,305 - $130,135
5,461 Added 15.06%
41,727 $994,000
Q1 2025

May 13, 2025
BUY
$21.23 - $23.75 $769,927 - $861,317
36,266 New
36,266 $780,000

Others Institutions Holding SCHB

# of Institutions
1,351
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
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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