Stratos Wealth Partners, Ltd. Schwab Strategic Tr Us Broad M Transaction History

Stratos Wealth Partners, Ltd.

  • $7.06 Billion
  • Q2 2025

A detailed history of Stratos Wealth Partners, Ltd. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 24,922 shares of SCHB stock, worth $641,243. This represents 0.01% of its overall portfolio holdings.

Number of Shares
24,922
Previous 24,351 2.34%
Holding current value
$641,243
Previous $524,000 13.17%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$19.1 - $23.83 $10,906 - $13,606
571 Added 2.34%
24,922 $593,000
Q1 2025

Apr 30, 2025
BUY
$21.23 - $23.75 $25,900 - $28,975
1,220 Added 5.27%
24,351 $524,000
Q4 2024

Jan 27, 2025
BUY
$22.01 - $66.82 $322,930 - $980,383
14,672 Added 173.45%
23,131 $525,000
Q3 2024

Oct 17, 2024
BUY
$59.93 - $66.52 $13,723 - $15,233
229 Added 2.78%
8,459 $562,000
Q2 2024

Jul 24, 2024
BUY
$57.57 - $63.3 $55,670 - $61,211
967 Added 13.31%
8,230 $517,000
Q1 2024

Apr 16, 2024
BUY
$54.61 - $61.05 $11,249 - $12,576
206 Added 2.92%
7,263 $443,000
Q4 2023

Jan 24, 2024
BUY
$47.61 - $55.91 $18,567 - $21,804
390 Added 5.85%
7,057 $392,000
Q3 2023

Oct 24, 2023
BUY
$49.59 - $53.57 $9,818 - $10,606
198 Added 3.06%
6,667 $332,000
Q2 2023

Jul 18, 2023
SELL
$47.08 - $51.7 $8,003 - $8,789
-170 Reduced 2.56%
6,469 $334,000
Q1 2023

Apr 27, 2023
BUY
$44.47 - $49.23 $295,236 - $326,837
6,639 New
6,639 $317,000
Q4 2018

Feb 08, 2019
SELL
N/A
-1,050 Closed
0 $0
Q3 2018

Nov 02, 2018
BUY
N/A
1,050 New
1,050 $74,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,100 Closed
0 $0
Q1 2018

May 10, 2018
SELL
N/A
-7 Reduced 0.63%
1,100 $70,000
Q4 2017

Feb 09, 2018
BUY
N/A
1,107
1,107 $71,000

Others Institutions Holding SCHB

# of Institutions
1,347
Shares Held
564M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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  • Ticker SCHB
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More about SCHB
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