Spire Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Spire Wealth Management

$2.7 Billion
Q2 2025

A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Spire Wealth Management holds 9,333 shares of SCHB stock, worth $240,138. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,333

Previous 26,471 64.74%

Holding current value

$240,138

Previous $569,000 60.98%

% of portfolio

0.01%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$19.1 - $23.83 $327,335 - $408,398	-17,138 Reduced 64.74%	9,333 $222,000
Q1 2025 Apr 23, 2025	SELL	$21.23 - $23.75 $67,001 - $74,955	-3,156 Reduced 10.65%	26,471 $569,000
Q4 2024 Jan 24, 2025	BUY	$22.01 - $66.82 $447,243 - $1.36 Million	20,320 Added 218.33%	29,627 $672,000
Q3 2024 Oct 15, 2024	SELL	$59.93 - $66.52 $18,698 - $20,754	-312 Reduced 3.24%	9,307 $619,000
Q2 2024 Jul 31, 2024	SELL	$57.57 - $63.3 $261,195 - $287,192	-4,537 Reduced 32.05%	9,619 $604,000
Q1 2024 Apr 24, 2024	BUY	$54.61 - $61.05 $273 - $305	5 Added 0.04%	14,156 $864,000
Q4 2023 Feb 06, 2024	SELL	$47.61 - $55.91 $21,948 - $25,774	-461 Reduced 3.15%	14,151 $787,000
Q3 2023 Nov 08, 2023	BUY	$49.59 - $53.57 $6,446 - $6,964	130 Added 0.9%	14,612 $728,000
Q2 2023 Aug 09, 2023	BUY	$47.08 - $51.7 $188 - $206	4 Added 0.03%	14,482 $748,000
Q1 2023 May 09, 2023	BUY	$44.47 - $49.23 $426,244 - $471,869	9,585 Added 195.89%	14,478 $692,000
Q4 2022 Feb 03, 2023	BUY	$41.94 - $47.81 $41 - $47	1 Added 0.02%	4,893 $219,000
Q3 2022 Nov 07, 2022	SELL	$41.99 - $50.63 $246,817 - $297,603	-5,878 Reduced 54.58%	4,892 $205,000
Q2 2022 Jul 22, 2022	SELL	$42.93 - $53.98 $262,216 - $329,709	-6,108 Reduced 36.19%	10,770 $476,000
Q1 2022 Apr 18, 2022	BUY	$49.15 - $56.85 $287,822 - $332,913	5,856 Added 53.13%	16,878 $901,000
Q4 2021 Jan 14, 2022	SELL	$51.87 - $56.86 $167,591 - $183,714	-3,231 Reduced 22.67%	11,022 $1.25 Million
Q3 2021 Oct 22, 2021	BUY	$51.32 - $54.83 $23,350 - $24,947	455 Added 3.3%	14,253 $1.48 Million
Q2 2021 Jul 26, 2021	SELL	$48.92 - $52.14 $67,265 - $71,692	-1,375 Reduced 9.06%	13,798 $1.44 Million
Q1 2021 May 21, 2021	BUY	$44.89 - $48.81 $681,115 - $740,594	15,173 New	15,173 $1.46 Million

Others Institutions Holding SCHB

# of Institutions

1,346

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Spire Wealth Management Schwab Strategic Tr Us Broad M Transaction History