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 $228,938. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,333

Previous 26,471 64.74%

Holding current value

$228,938

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

1,341

Shares Held

494M

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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Schwab Strategic Tr Us Broad M Transaction History