Wade Financial Advisory, Inc Schwab Strategic Tr Us Broad M Transaction History

Wade Financial Advisory, Inc

$292 Million
Q1 2025

A detailed history of Wade Financial Advisory, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 250,830 shares of SCHB stock, worth $5.77 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

250,830

Previous 264,258 5.08%

Holding current value

$5.77 Million

Previous $6 Million 9.97%

% of portfolio

1.85%

Previous 2.03%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$21.23 - $23.75 $285,076 - $318,915	-13,428 Reduced 5.08%	250,830 $5.4 Million
Q4 2024 Jan 22, 2025	BUY	$22.01 - $66.82 $3.87 Million - $11.8 Million	175,889 Added 199.04%	264,258 $6 Million
Q3 2024 Oct 28, 2024	BUY	$59.93 - $66.52 $419 - $465	7 Added 0.01%	88,369 $5.88 Million
Q2 2024 Jul 25, 2024	SELL	$57.57 - $63.3 $9,211 - $10,128	-160 Reduced 0.18%	88,362 $5.56 Million
Q1 2024 May 13, 2024	BUY	$54.61 - $61.05 $19,222 - $21,489	352 Added 0.4%	88,522 $5.4 Million
Q4 2023 Feb 09, 2024	SELL	$47.61 - $55.91 $67,034 - $78,721	-1,408 Reduced 1.57%	88,170 $4.91 Million
Q3 2023 Oct 10, 2023	SELL	$49.59 - $53.57 $57,573 - $62,194	-1,161 Reduced 1.28%	89,578 $4.47 Million
Q2 2023 Aug 09, 2023	SELL	$47.08 - $51.7 $3,954 - $4,342	-84 Reduced 0.09%	90,739 $4.69 Million
Q1 2023 Apr 07, 2023	SELL	$44.47 - $49.23 $30,639 - $33,919	-689 Reduced 0.75%	90,823 $4.35 Million
Q4 2022 Jan 12, 2023	BUY	$41.94 - $47.81 $402,204 - $458,497	9,590 Added 11.71%	91,512 $0
Q3 2022 Oct 26, 2022	SELL	$41.99 - $50.63 $629 - $759	-15 Reduced 0.02%	81,922 $3.44 Million
Q2 2022 Aug 05, 2022	BUY	$42.93 - $53.98 $823,998 - $1.04 Million	19,194 Added 30.59%	81,937 $3.62 Million
Q1 2022 Apr 21, 2022	BUY	$49.15 - $56.85 $1.73 Million - $2 Million	35,142 Added 127.32%	62,743 $3.35 Million
Q4 2021 Feb 08, 2022	SELL	$51.87 - $56.86 $3,008 - $3,297	-58 Reduced 0.21%	27,601 $3.12 Million
Q3 2021 Nov 02, 2021	SELL	$51.32 - $54.83 $75,389 - $80,545	-1,469 Reduced 5.04%	27,659 $2.87 Million
Q2 2021 Jul 29, 2021	BUY	$48.92 - $52.14 $3,571 - $3,806	73 Added 0.25%	29,128 $3.04 Million
Q1 2021 Apr 14, 2021	SELL	$44.89 - $48.81 $4,578 - $4,978	-102 Reduced 0.35%	29,055 $2.81 Million
Q4 2020 Mar 10, 2021	BUY	$39.03 - $45.5 $43,323 - $50,505	1,110 Added 3.96%	29,157 $2.65 Million
Q3 2020 Nov 03, 2020	SELL	$36.93 - $42.52 $21,493 - $24,746	-582 Reduced 2.03%	28,047 $2.23 Million
Q2 2020 Jul 16, 2020	SELL	$28.84 - $38.49 $731,786 - $976,645	-25,374 Reduced 46.99%	28,629 $2.1 Million
Q1 2020 Apr 27, 2020	BUY	$26.18 - $40.44 $635,807 - $982,125	24,286 Added 81.72%	54,003 $3.26 Million
Q4 2019 Feb 11, 2020	BUY	$34.47 - $38.58 $1.02 Million - $1.15 Million	29,717 New	29,717 $2.29 Million

Others Institutions Holding SCHB

# of Institutions

1,295

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wade Financial Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade Financial Advisory, Inc with notifications on news.

Account

Wade Financial Advisory, Inc Schwab Strategic Tr Us Broad M Transaction History