Tru Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Tru Wealth Advisors, LLC

$1.56 Billion
Q1 2025

A detailed history of Tru Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 463,899 shares of SCHB stock, worth $9.9 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

463,899

Previous 454,278 2.12%

Holding current value

$9.9 Million

Previous $10.3 Million 3.56%

% of portfolio

0.64%

Previous 0.65%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$21.23 - $23.75 $204,253 - $228,498	9,621 Added 2.12%	463,899 $9.95 Million
Q4 2024 Jan 15, 2025	BUY	$22.01 - $66.82 $6.72 Million - $20.4 Million	305,182 Added 204.69%	454,278 $10.3 Million
Q3 2024 Oct 16, 2024	SELL	$59.93 - $66.52 $14,562 - $16,164	-243 Reduced 0.16%	149,096 $9.92 Million
Q2 2024 Jul 16, 2024	SELL	$57.57 - $63.3 $21,185 - $23,294	-368 Reduced 0.25%	149,339 $9.39 Million
Q1 2024 Apr 15, 2024	BUY	$54.61 - $61.05 $136,470 - $152,563	2,499 Added 1.7%	149,707 $9.14 Million
Q4 2023 Jan 10, 2024	BUY	$47.61 - $55.91 $1.01 Million - $1.18 Million	21,120 Added 16.75%	147,208 $8.2 Million
Q3 2023 Oct 10, 2023	BUY	$49.59 - $53.57 $7,438 - $8,035	150 Added 0.12%	126,088 $6.29 Million
Q2 2023 Aug 04, 2023	BUY	$47.08 - $51.7 $173,348 - $190,359	3,682 Added 3.01%	125,938 $6.51 Million
Q1 2023 Apr 25, 2023	BUY	$44.47 - $49.23 $104,993 - $116,232	2,361 Added 1.97%	122,256 $5.85 Million
Q4 2022 Jan 27, 2023	BUY	$41.94 - $47.81 $56,493 - $64,400	1,347 Added 1.14%	119,895 $0
Q3 2022 Oct 24, 2022	SELL	$41.99 - $50.63 $156,454 - $188,647	-3,726 Reduced 3.05%	118,548 $4.98 Million
Q2 2022 Jul 22, 2022	BUY	$42.93 - $53.98 $235,857 - $296,566	5,494 Added 4.7%	122,274 $5.4 Million
Q1 2022 Apr 27, 2022	BUY	$49.15 - $56.85 $3.2 Million - $3.7 Million	65,099 Added 125.96%	116,780 $6.24 Million
Q4 2021 Jan 19, 2022	SELL	$51.87 - $56.86 $5,498 - $6,027	-106 Reduced 0.2%	51,681 $5.84 Million
Q3 2021 Oct 29, 2021	BUY	$51.32 - $54.83 $48,702 - $52,033	949 Added 1.87%	51,787 $5.38 Million
Q2 2021 Jul 29, 2021	BUY	$48.92 - $52.14 $170,730 - $181,968	3,490 Added 7.37%	50,838 $5.3 Million
Q1 2021 May 10, 2021	BUY	$44.89 - $48.81 $207,391 - $225,502	4,620 Added 10.81%	47,348 $4.58 Million
Q4 2020 Jan 26, 2021	BUY	$39.03 - $45.5 $1.67 Million - $1.94 Million	42,728 New	42,728 $3.89 Million

Others Institutions Holding SCHB

# of Institutions

1,275

Shares Held

479M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Tru Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History