Strategic Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Strategic Advisors LLC

  • $609 Million
  • Q3 2025

A detailed history of Strategic Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Strategic Advisors LLC holds 1,133,900 shares of SCHB stock, worth $29.3 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares
1,133,900
Previous 1,104,339 2.68%
Holding current value
$29.3 Million
Previous $26.3 Million 10.78%
% of portfolio
4.79%
Previous 5.29%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$23.82 - $25.84 $704,143 - $763,856
29,561 Added 2.68%
1,133,900 $29.2 Million
Q2 2025

Aug 12, 2025
SELL
$19.1 - $23.83 $1.12 Million - $1.39 Million
-58,392 Reduced 5.02%
1,104,339 $26.3 Million
Q1 2025

Apr 17, 2025
BUY
$21.23 - $23.75 $2.54 Million - $2.84 Million
119,453 Added 11.45%
1,162,731 $24.9 Million
Q4 2024

Jan 31, 2025
BUY
$22.01 - $66.82 $15.5 Million - $47 Million
702,710 Added 206.33%
1,043,278 $23.7 Million
Q3 2024

Oct 09, 2024
SELL
$59.93 - $66.52 $724,913 - $804,625
-12,096 Reduced 3.43%
340,568 $22.7 Million
Q2 2024

Jul 11, 2024
SELL
$57.57 - $63.3 $716,976 - $788,338
-12,454 Reduced 3.41%
352,664 $22.2 Million
Q1 2024

Apr 19, 2024
SELL
$54.61 - $61.05 $403,513 - $451,098
-7,389 Reduced 1.98%
365,118 $22.3 Million
Q4 2023

Jan 19, 2024
BUY
$47.61 - $55.91 $145,353 - $170,693
3,053 Added 0.83%
372,507 $20.7 Million
Q3 2023

Oct 13, 2023
BUY
$49.59 - $53.57 $382,140 - $412,810
7,706 Added 2.13%
369,454 $18.4 Million
Q2 2023

Jul 31, 2023
SELL
$47.08 - $51.7 $2.93 Million - $3.22 Million
-62,280 Reduced 14.69%
361,748 $18.7 Million
Q1 2023

Apr 27, 2023
SELL
$44.47 - $49.23 $230,754 - $255,454
-5,189 Reduced 1.21%
424,028 $20.3 Million
Q4 2022

Jan 23, 2023
SELL
$41.94 - $47.81 $751,522 - $856,707
-17,919 Reduced 4.01%
429,217 $0
Q3 2022

Nov 10, 2022
BUY
$41.99 - $50.63 $244,969 - $295,375
5,834 Added 1.32%
447,136 $18.8 Million
Q2 2022

Aug 03, 2022
SELL
$42.93 - $53.98 $1.43 Million - $1.8 Million
-33,297 Reduced 7.02%
441,302 $19.5 Million
Q1 2022

May 10, 2022
BUY
$49.15 - $56.85 $10.2 Million - $11.8 Million
208,400 Added 78.29%
474,599 $25.3 Million
Q4 2021

Jan 21, 2022
SELL
$51.87 - $56.86 $284,921 - $312,331
-5,493 Reduced 2.02%
266,199 $30.1 Million
Q3 2021

Oct 21, 2021
SELL
$51.32 - $54.83 $19,501 - $20,835
-380 Reduced 0.14%
271,692 $28.2 Million
Q2 2021

Aug 10, 2021
BUY
$48.92 - $52.14 $310,299 - $330,724
6,343 Added 2.39%
272,072 $28.4 Million
Q1 2021

May 05, 2021
SELL
$44.89 - $48.81 $260,541 - $283,293
-5,804 Reduced 2.14%
265,729 $25.7 Million
Q4 2020

Feb 11, 2021
BUY
$39.03 - $45.5 $1.35 Million - $1.58 Million
34,645 Added 14.63%
271,533 $25.2 Million
Q3 2020

Oct 13, 2020
SELL
$36.93 - $42.52 $409,036 - $470,951
-11,076 Reduced 4.47%
236,888 $19.2 Million
Q2 2020

Aug 12, 2020
SELL
$28.84 - $38.49 $968,591 - $1.29 Million
-33,585 Reduced 11.93%
247,964 $19.3 Million
Q1 2020

Apr 30, 2020
BUY
$26.18 - $40.44 $7,906 - $12,212
302 Added 0.11%
281,549 $18.1 Million
Q4 2019

Feb 05, 2020
BUY
$34.47 - $38.58 $203,235 - $227,467
5,896 Added 2.14%
281,247 $21.6 Million
Q3 2019

Oct 17, 2019
SELL
$35.32 - $36.13 $2,260 - $2,312
-64 Reduced 0.02%
275,351 $19.6 Million
Q2 2019

Jul 22, 2019
SELL
N/A
-2,718 Reduced 0.98%
275,415 $19.4 Million
Q1 2019

Apr 15, 2019
SELL
N/A
-7,679 Reduced 2.69%
278,133 $18.9 Million
Q4 2018

Jan 24, 2019
SELL
N/A
-22,047 Reduced 7.16%
285,812 $17.1 Million
Q3 2018

Oct 18, 2018
BUY
N/A
1,667 Added 0.54%
307,859 $21.7 Million
Q2 2018

Jul 30, 2018
BUY
N/A
15,370 Added 5.29%
306,192 $20.2 Million
Q1 2018

Apr 19, 2018
BUY
N/A
37,588 Added 14.84%
290,822 $18.6 Million
Q4 2017

Jan 16, 2018
BUY
N/A
31,549 Added 14.23%
253,234 $16.3 Million
Q3 2017

Nov 13, 2017
BUY
N/A
10,882 Added 5.16%
221,685 $13.5 Million
Q2 2017

Aug 10, 2017
BUY
N/A
210,803
210,803 $12.3 Million

Others Institutions Holding SCHB

# of Institutions
1,378
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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