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

Us Advisors Wealth Management, LLC

$287 Million
Q1 2025

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $1,007 - $1,215	24 Added 0.22%	11,180 $469,000
Q2 2022 Aug 12, 2022	SELL	$42.93 - $53.98 $56,495 - $71,037	-1,316 Reduced 10.55%	11,156 $493,000
Q1 2022 Jun 08, 2022	BUY	$49.15 - $56.85 $237,591 - $274,812	4,834 Added 63.29%	12,472 $666,000
Q4 2021 Feb 14, 2022	SELL	$51.87 - $56.86 $54,878 - $60,157	-1,058 Reduced 12.17%	7,638 $863,000
Q3 2021 Nov 03, 2021	BUY	$51.32 - $54.83 $446,278 - $476,801	8,696 New	8,696 $903,000
Q2 2021 Aug 09, 2021	SELL	$48.92 - $52.14 $468,017 - $498,823	-9,567 Closed	0 $0
Q1 2021 May 11, 2021	SELL	$44.89 - $48.81 $5.06 Million - $5.5 Million	-112,696 Reduced 92.18%	9,567 $925,000
Q4 2020 Feb 11, 2021	SELL	$39.03 - $45.5 $537,716 - $626,853	-13,777 Reduced 10.13%	122,263 $11.1 Million
Q3 2020 Nov 04, 2020	SELL	$36.93 - $42.52 $7,976 - $9,184	-216 Reduced 0.16%	136,040 $10.8 Million
Q2 2020 Aug 13, 2020	SELL	$28.84 - $38.49 $223,510 - $298,297	-7,750 Reduced 5.38%	136,256 $10 Million
Q1 2020 Apr 28, 2020	SELL	$26.18 - $40.44 $242,138 - $374,029	-9,249 Reduced 6.04%	144,006 $8.7 Million
Q4 2019 Feb 14, 2020	SELL	$34.47 - $38.58 $9,686 - $10,840	-281 Reduced 0.18%	153,255 $11.8 Million
Q3 2019 Nov 07, 2019	BUY	$35.32 - $36.13 $33,624 - $34,395	952 Added 0.62%	153,536 $10.9 Million
Q2 2019 Aug 09, 2019	BUY	N/A	1,919 Added 1.27%	152,584 $10.8 Million
Q1 2019 May 06, 2019	BUY	N/A	4,370 Added 2.99%	150,665 $10.3 Million
Q4 2018 Feb 08, 2019	BUY	N/A	3,457 Added 2.42%	146,295 $8.77 Million
Q3 2018 Oct 25, 2018	BUY	N/A	142,838 New	142,838 $10.1 Million

Others Institutions Holding SCHB

# of Institutions

1,280

Shares Held

478M

Call Options Held

337K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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