Ullmann Wealth Partners Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Ullmann Wealth Partners Group, LLC

$905 Million
Q3 2025

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 55,028 shares of SCHB stock, worth $1.42 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

55,028

Previous 55,028 -0.0%

Holding current value

$1.42 Million

Previous $1.31 Million 7.86%

% of portfolio

0.16%

Previous 0.16%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$22.01 - $66.82 $807,436 - $2.45 Million	36,685 Added 199.99%	55,028 $1.25 Million
Q4 2023 Jan 11, 2024	BUY	$47.61 - $55.91 $95 - $111	2 Added 0.01%	18,343 $1.02 Million
Q3 2023 Oct 13, 2023	BUY	$49.59 - $53.57 $99 - $107	2 Added 0.01%	18,341 $914,000
Q2 2023 Jul 13, 2023	BUY	$47.08 - $51.7 $94 - $103	2 Added 0.01%	18,339 $948,000
Q1 2023 Apr 11, 2023	BUY	$44.47 - $49.23 $88 - $98	2 Added 0.01%	18,337 $877,000
Q4 2022 Jan 18, 2023	BUY	$41.94 - $47.81 $125 - $143	3 Added 0.02%	18,335 $0
Q3 2022 Oct 12, 2022	BUY	$41.99 - $50.63 $83 - $101	2 Added 0.01%	18,332 $770,000
Q1 2022 Apr 14, 2022	BUY	$49.15 - $56.85 $450,459 - $521,030	9,165 Added 100.0%	18,330 $979,000
Q3 2021 Oct 19, 2021	BUY	$51.32 - $54.83 $39,875 - $42,602	777 Added 9.26%	9,165 $952,000
Q1 2021 Apr 14, 2021	BUY	$44.89 - $48.81 $376,537 - $409,418	8,388 New	8,388 $811,000

Others Institutions Holding SCHB

# of Institutions

1,348

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Ullmann Wealth Partners Group, LLC Schwab Strategic Tr Us Broad M Transaction History