United Asset Strategies, Inc. Schwab Strategic Tr Us Broad M Transaction History

United Asset Strategies, Inc.

  • $1.16 Billion
  • Q2 2025

A detailed history of United Asset Strategies, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, United Asset Strategies, Inc. holds 16,737 shares of SCHB stock, worth $432,484. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,737
Previous 18,010 7.07%
Holding current value
$432,484
Previous $387,000 2.84%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 08, 2025
SELL
$19.1 - $23.83 $24,314 - $30,335
-1,273 Reduced 7.07%
16,737 $398,000
Q1 2025

May 14, 2025
BUY
$21.23 - $23.75 $212 - $237
10 Added 0.06%
18,010 $387,000
Q4 2024

Jan 22, 2025
BUY
$22.01 - $66.82 $264,120 - $801,839
12,000 Added 200.0%
18,000 $408,000
Q4 2023

Jan 30, 2024
SELL
$47.61 - $55.91 $47 - $55
-1 Reduced 0.02%
6,000 $334,000
Q3 2023

Nov 07, 2023
BUY
$49.59 - $53.57 $49 - $53
1 Added 0.02%
6,001 $299,000
Q1 2022

Apr 29, 2022
BUY
$49.15 - $56.85 $147,450 - $170,550
3,000 Added 100.0%
6,000 $320,000
Q4 2021

Jan 31, 2022
BUY
$51.87 - $56.86 $155,610 - $170,580
3,000 New
3,000 $339,000

Others Institutions Holding SCHB

# of Institutions
1,349
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
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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