Strategic Financial Planning, Inc. Schwab Strategic Tr Us Broad M Transaction History

Strategic Financial Planning, Inc.

$145 Million
Q1 2025

A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 950,892 shares of SCHB stock, worth $21.6 Million. This represents 14.12% of its overall portfolio holdings.

Number of Shares

950,892

Previous 948,246 0.28%

Holding current value

$21.6 Million

Previous $21.5 Million 4.89%

% of portfolio

14.12%

Previous 14.67%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$21.23 - $23.75 $56,174 - $62,842	2,646 Added 0.28%	950,892 $20.5 Million
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $13.8 Million - $41.8 Million	625,276 Added 193.6%	948,246 $21.5 Million
Q3 2024 Oct 25, 2024	SELL	$59.93 - $66.52 $1.15 Million - $1.28 Million	-19,194 Reduced 5.61%	322,970 $21.5 Million
Q2 2024 Aug 09, 2024	BUY	$57.57 - $63.3 $916,802 - $1.01 Million	15,925 Added 4.88%	342,164 $21.5 Million
Q1 2024 Apr 22, 2024	SELL	$54.61 - $61.05 $709,383 - $793,039	-12,990 Reduced 3.83%	326,239 $19.9 Million
Q4 2023 Feb 12, 2024	BUY	$47.61 - $55.91 $1.16 Million - $1.36 Million	24,364 Added 7.74%	339,229 $18.9 Million
Q3 2023 Nov 09, 2023	SELL	$49.59 - $53.57 $199,698 - $215,726	-4,027 Reduced 1.26%	314,865 $15.7 Million
Q2 2023 Aug 10, 2023	SELL	$47.08 - $51.7 $314,541 - $345,407	-6,681 Reduced 2.05%	318,892 $16.5 Million
Q1 2023 May 10, 2023	BUY	$44.47 - $49.23 $282,251 - $312,462	6,347 Added 1.99%	325,573 $15.6 Million
Q4 2022 Feb 14, 2023	BUY	$41.94 - $47.81 $403,127 - $459,549	9,612 Added 3.1%	319,226 $14.3 Million
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $10,875 - $13,113	259 Added 0.08%	309,614 $13 Million
Q2 2022 Aug 03, 2022	SELL	$42.93 - $53.98 $587,153 - $738,284	-13,677 Reduced 4.23%	309,355 $13.7 Million
Q1 2022 May 05, 2022	BUY	$49.15 - $56.85 $6.97 Million - $8.06 Million	141,790 Added 78.23%	323,032 $17.2 Million
Q4 2021 Feb 07, 2022	SELL	$51.87 - $56.86 $757,924 - $830,838	-14,612 Reduced 7.46%	181,242 $20.5 Million
Q3 2021 Nov 09, 2021	SELL	$51.32 - $54.83 $204,458 - $218,442	-3,984 Reduced 1.99%	195,854 $20.3 Million
Q2 2021 Aug 06, 2021	SELL	$48.92 - $52.14 $190,152 - $202,668	-3,887 Reduced 1.91%	199,838 $20.8 Million
Q1 2021 May 07, 2021	BUY	$44.89 - $48.81 $1.1 Million - $1.19 Million	24,441 Added 13.63%	203,725 $19.7 Million
Q4 2020 Feb 11, 2021	BUY	$39.03 - $45.5 $59,052 - $68,841	1,513 Added 0.85%	179,284 $16.3 Million
Q3 2020 Nov 09, 2020	SELL	$36.93 - $42.52 $85,899 - $98,901	-2,326 Reduced 1.29%	177,771 $14.2 Million
Q2 2020 Aug 07, 2020	SELL	$28.84 - $38.49 $380,111 - $507,298	-13,180 Reduced 6.82%	180,097 $13.2 Million
Q1 2020 Apr 21, 2020	SELL	$26.18 - $40.44 $855,326 - $1.32 Million	-32,671 Reduced 14.46%	193,277 $11.7 Million
Q4 2019 Feb 13, 2020	BUY	$34.47 - $38.58 $7.79 Million - $8.72 Million	225,948 New	225,948 $17.4 Million

Others Institutions Holding SCHB

# of Institutions

1,291

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

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Strategic Financial Planning, Inc. Schwab Strategic Tr Us Broad M Transaction History