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

Summit Financial Strategies, Inc.

  • $998 Million
  • Q2 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,696,905 shares of SCHB stock, worth $88.4 Million. This represents 8.82% of its overall portfolio holdings.

Number of Shares
3,696,905
Previous 3,882,561 4.78%
Holding current value
$88.4 Million
Previous $83.6 Million 5.39%
% of portfolio
8.82%
Previous 9.14%

Shares

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

Jul 17, 2025
SELL
$19.1 - $23.83 $3.55 Million - $4.42 Million
-185,656 Reduced 4.78%
3,696,905 $88.1 Million
Q1 2025

May 12, 2025
SELL
$21.23 - $23.75 $3.62 Million - $4.05 Million
-170,518 Reduced 4.21%
3,882,561 $83.6 Million
Q4 2024

Jan 22, 2025
BUY
$22.01 - $66.82 $58.7 Million - $178 Million
2,665,067 Added 192.01%
4,053,079 $92 Million
Q3 2024

Oct 16, 2024
SELL
$59.93 - $66.52 $690,932 - $766,909
-11,529 Reduced 0.82%
1,388,012 $92.3 Million
Q2 2024

Jul 19, 2024
BUY
$57.57 - $63.3 $1.82 Million - $2 Million
31,623 Added 2.31%
1,399,541 $88 Million
Q1 2024

May 09, 2024
SELL
$54.61 - $61.05 $779,175 - $871,061
-14,268 Reduced 1.03%
1,367,918 $83.5 Million
Q4 2023

Feb 13, 2024
SELL
$47.61 - $55.91 $806,846 - $947,506
-16,947 Reduced 1.21%
1,382,186 $76.9 Million
Q3 2023

Oct 24, 2023
BUY
$49.59 - $53.57 $348,121 - $376,061
7,020 Added 0.5%
1,399,133 $69.7 Million
Q2 2023

Jul 21, 2023
BUY
$47.08 - $51.7 $97,031 - $106,553
2,061 Added 0.15%
1,392,113 $72 Million
Q1 2023

Apr 21, 2023
BUY
$44.47 - $49.23 $988,390 - $1.09 Million
22,226 Added 1.62%
1,390,052 $66.5 Million
Q4 2022

Jan 20, 2023
SELL
$41.94 - $47.81 $425,355 - $484,889
-10,142 Reduced 0.74%
1,367,826 $0
Q3 2022

Oct 21, 2022
BUY
$41.99 - $50.63 $2.87 Million - $3.46 Million
68,393 Added 5.22%
1,377,968 $57.9 Million
Q2 2022

Jul 25, 2022
BUY
$42.93 - $53.98 $671,725 - $844,625
15,647 Added 1.21%
1,309,575 $57.9 Million
Q1 2022

May 04, 2022
BUY
$49.15 - $56.85 $31.5 Million - $36.4 Million
640,951 Added 98.16%
1,293,928 $69.1 Million
Q4 2021

Feb 03, 2022
BUY
$51.87 - $56.86 $1.26 Million - $1.38 Million
24,201 Added 3.85%
652,977 $73.8 Million
Q3 2021

Nov 10, 2021
BUY
$51.32 - $54.83 $1.29 Million - $1.38 Million
25,196 Added 4.17%
628,776 $65.3 Million
Q2 2021

Aug 11, 2021
BUY
$48.92 - $52.14 $5.28 Million - $5.62 Million
107,875 Added 21.76%
603,580 $62.9 Million
Q1 2021

May 11, 2021
BUY
$44.89 - $48.81 $1.61 Million - $1.75 Million
35,795 Added 7.78%
495,705 $47.9 Million
Q4 2020

Feb 05, 2021
SELL
$39.03 - $45.5 $151,826 - $176,995
-3,890 Reduced 0.84%
459,910 $41.8 Million
Q3 2020

Nov 16, 2020
SELL
$36.93 - $42.52 $353,457 - $406,958
-9,571 Reduced 2.02%
463,800 $36.9 Million
Q2 2020

Jul 31, 2020
SELL
$28.84 - $38.49 $389,628 - $519,999
-13,510 Reduced 2.77%
473,371 $34.8 Million
Q1 2020

May 11, 2020
BUY
$26.18 - $40.44 $145,744 - $225,129
5,567 Added 1.16%
486,881 $29.4 Million
Q4 2019

Feb 11, 2020
BUY
$34.47 - $38.58 $387,063 - $433,214
11,229 Added 2.39%
481,314 $37 Million
Q3 2019

Nov 14, 2019
BUY
$35.32 - $36.13 $277,120 - $283,475
7,846 Added 1.7%
470,085 $33.4 Million
Q2 2019

Aug 08, 2019
BUY
N/A
23,502 Added 5.36%
462,239 $32.6 Million
Q1 2019

May 14, 2019
BUY
N/A
15,034 Added 3.55%
438,737 $29.9 Million
Q4 2018

Feb 06, 2019
BUY
N/A
29,495 Added 7.48%
423,703 $25.4 Million
Q3 2018

Nov 09, 2018
BUY
N/A
5,223 Added 1.34%
394,208 $27.7 Million
Q2 2018

Aug 06, 2018
BUY
N/A
18,169 Added 4.9%
388,985 $25.7 Million
Q1 2018

May 14, 2018
BUY
N/A
20,586 Added 5.88%
370,816 $23.7 Million
Q4 2017

Jan 29, 2018
BUY
N/A
12,414 Added 3.67%
350,230 $22.6 Million
Q3 2017

Nov 09, 2017
BUY
N/A
337,816
337,816 $20.6 Million

Others Institutions Holding SCHB

# of Institutions
1,312
Shares Held
497M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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