Sterling Group Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Sterling Group Wealth Management, LLC

$179 Million
Q2 2025

A detailed history of Sterling Group Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 29,841 shares of SCHB stock, worth $727,523. This represents 0.4% of its overall portfolio holdings.

Number of Shares

29,841

Previous 51,437 41.99%

Holding current value

$727,523

Previous $1.11 Million 35.77%

% of portfolio

0.4%

Previous 0.59%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$19.1 - $23.83 $412,483 - $514,632	-21,596 Reduced 41.99%	29,841 $711,000
Q1 2025 Apr 25, 2025	SELL	$21.23 - $23.75 $5,901 - $6,602	-278 Reduced 0.54%	51,437 $1.11 Million
Q4 2024 Jan 17, 2025	BUY	$22.01 - $66.82 $751,597 - $2.28 Million	34,148 Added 194.39%	51,715 $1.17 Million
Q3 2024 Oct 07, 2024	BUY	$59.93 - $66.52 $6,712 - $7,450	112 Added 0.64%	17,567 $1.17 Million
Q2 2024 Jul 15, 2024	BUY	$57.57 - $63.3 $1 Million - $1.1 Million	17,455 New	17,455 $1.1 Million
Q4 2023 Jan 12, 2024	BUY	$47.61 - $55.91 $200,723 - $235,716	4,216 Added 71.11%	10,145 $565 Million
Q3 2023 Oct 11, 2023	BUY	$49.59 - $53.57 $1,090 - $1,178	22 Added 0.37%	5,929 $296 Million
Q2 2023 Jul 06, 2023	BUY	$47.08 - $51.7 $1,035 - $1,137	22 Added 0.37%	5,907 $305 Million
Q1 2023 Apr 21, 2023	BUY	$44.47 - $49.23 $1,022 - $1,132	23 Added 0.39%	5,885 $282 Million
Q4 2022 Feb 17, 2023	BUY	$41.94 - $47.81 $245,852 - $280,262	5,862 New	5,862 $263 Million

Others Institutions Holding SCHB

# of Institutions

1,339

Shares Held

495M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Sterling Group Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History