Strategic Equity Management Schwab Strategic Tr Us Broad M Transaction History

Strategic Equity Management

  • $207 Million
  • Q1 2025

A detailed history of Strategic Equity Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Strategic Equity Management holds 14,723 shares of SCHB stock, worth $314,336. This represents 0.15% of its overall portfolio holdings.

Number of Shares
14,723
Previous 13,466 9.33%
Holding current value
$314,336
Previous $305,000 3.28%
% of portfolio
0.15%
Previous 0.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$21.23 - $23.75 $26,686 - $29,853
1,257 Added 9.33%
14,723 $315,000
Q4 2024

Feb 07, 2025
BUY
$22.01 - $66.82 $188,251 - $571,511
8,553 Added 174.09%
13,466 $305,000
Q3 2024

Nov 05, 2024
SELL
$59.93 - $66.52 $23,792 - $26,408
-397 Reduced 7.48%
4,913 $326,000
Q2 2024

Jul 31, 2024
SELL
$57.57 - $63.3 $76,625 - $84,252
-1,331 Reduced 20.04%
5,310 $333,000
Q1 2024

Apr 16, 2024
SELL
$54.61 - $61.05 $9,174 - $10,256
-168 Reduced 2.47%
6,641 $405,000
Q4 2023

Feb 07, 2024
SELL
$47.61 - $55.91 $2.1 Million - $2.46 Million
-44,083 Reduced 86.62%
6,809 $379,000
Q3 2023

Nov 07, 2023
SELL
$49.59 - $53.57 $64,764 - $69,962
-1,306 Reduced 2.5%
50,892 $2.54 Million
Q2 2023

Jul 18, 2023
SELL
$47.08 - $51.7 $107,248 - $117,772
-2,278 Reduced 4.18%
52,198 $2.7 Million
Q1 2023

Apr 25, 2023
SELL
$44.47 - $49.23 $1.45 Million - $1.6 Million
-32,511 Reduced 37.37%
54,476 $2.61 Million
Q4 2022

Feb 09, 2023
BUY
$41.94 - $47.81 $3.65 Million - $4.16 Million
86,987 New
86,987 $3.9 Million
Q2 2022

Jul 26, 2022
SELL
$42.93 - $53.98 $56,968 - $71,631
-1,327 Reduced 4.61%
27,466 $1.21 Million
Q1 2022

May 02, 2022
BUY
$49.15 - $56.85 $1.42 Million - $1.64 Million
28,793 New
28,793 $1.54 Million

Others Institutions Holding SCHB

# of Institutions
1,270
Shares Held
478M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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