Vestwell Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Vestwell Advisors, LLC

  • $222 Billion
  • Q2 2025

A detailed history of Vestwell Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Vestwell Advisors, LLC holds 448,494 shares of SCHB stock, worth $11.6 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares
448,494
Holding current value
$11.6 Million
% of portfolio
4.82%

Shares

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

Sep 29, 2025
BUY
$19.1 - $23.83 $8.57 Million - $10.7 Million
448,494 New
448,494 $10.7 Billion

Others Institutions Holding SCHB

# of Institutions
1,351
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
  • Industry ETFs
More about SCHB
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