Sound Income Strategies, LLC Schwab Strategic Tr Us Broad M Transaction History

Sound Income Strategies, LLC

$1.63 Billion
Q2 2025

A detailed history of Sound Income Strategies, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sound Income Strategies, LLC holds 30 shares of SCHB stock, worth $735. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 30 -0.0%

Holding current value

$735

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$21.23 - $23.75 $2,356 - $2,636	-111 Reduced 78.72%	30 $0
Q4 2024 Jan 21, 2025	BUY	$22.01 - $66.82 $2,883 - $8,753	131 Added 1310.0%	141 $3,000
Q1 2024 Apr 15, 2024	SELL	$54.61 - $61.05 $33,967 - $37,973	-622 Reduced 98.42%	10 $0
Q4 2023 Jan 10, 2024	BUY	$47.61 - $55.91 $6,903 - $8,106	145 Added 29.77%	632 $35,000
Q3 2023 Oct 12, 2023	BUY	$49.59 - $53.57 $24,150 - $26,088	487 New	487 $24,000
Q4 2022 Jan 11, 2023	BUY	$41.94 - $47.81 $26,757 - $30,502	638 New	638 $0
Q3 2020 Oct 08, 2020	SELL	$36.93 - $42.52 $110 - $127	-3 Closed	0 $0
Q1 2020 Apr 07, 2020	SELL	$26.18 - $40.44 $6,047 - $9,341	-231 Reduced 98.72%	3 $0
Q4 2019 Jan 07, 2020	BUY	$34.47 - $38.58 $8,065 - $9,027	234 New	234 $18,000

Others Institutions Holding SCHB

# of Institutions

1,340

Shares Held

500M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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Sound Income Strategies, LLC Schwab Strategic Tr Us Broad M Transaction History