Vsm Wealth Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 458,575 shares of SCHB stock, worth $11.8 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
458,575
Previous 469,414 2.31%
Holding current value
$11.8 Million
Previous $11.2 Billion 5.4%
% of portfolio
3.67%
Previous 3.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$23.82 - $25.84 $258,184 - $280,079
-10,839 Reduced 2.31%
458,575 $11.8 Billion
Q2 2025

Aug 11, 2025
SELL
$19.1 - $23.83 $146,611 - $182,919
-7,676 Reduced 1.61%
469,414 $11.2 Billion
Q1 2025

May 05, 2025
SELL
$21.23 - $23.75 $69,676 - $77,947
-3,282 Reduced 0.68%
477,090 $10.3 Billion
Q4 2024

Feb 10, 2025
BUY
$22.01 - $66.82 $10.6 Million - $32.1 Million
480,372 New
480,372 $10.9 Billion

Others Institutions Holding SCHB

# of Institutions
1,378
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
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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