Wbh Advisory Inc Schwab Strategic Tr Us Broad M Transaction History

Wbh Advisory Inc

$1.16 Billion
Q2 2025

A detailed history of Wbh Advisory Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wbh Advisory Inc holds 2,025,879 shares of SCHB stock, worth $52.5 Million. This represents 4.17% of its overall portfolio holdings.

Number of Shares

2,025,879

Previous 2,125,048 4.67%

Holding current value

$52.5 Million

Previous $45.8 Million 5.52%

% of portfolio

4.17%

Previous 4.3%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$19.1 - $23.83 $1.89 Million - $2.36 Million	-99,169 Reduced 4.67%	2,025,879 $48.3 Million
Q1 2025 May 09, 2025	BUY	$21.23 - $23.75 $1.85 Million - $2.07 Million	87,197 Added 4.28%	2,125,048 $45.8 Million
Q4 2024 Jan 30, 2025	BUY	$22.01 - $66.82 $30.4 Million - $92.3 Million	1,381,105 Added 210.3%	2,037,851 $46.3 Million
Q3 2024 Oct 15, 2024	BUY	$59.93 - $66.52 $1.15 Million - $1.27 Million	19,116 Added 3.0%	656,746 $43.7 Million
Q2 2024 Jul 11, 2024	BUY	$57.57 - $63.3 $2.15 Million - $2.36 Million	37,358 Added 6.22%	637,630 $40.1 Million
Q1 2024 Apr 16, 2024	BUY	$54.61 - $61.05 $2.37 Million - $2.65 Million	43,365 Added 7.79%	600,272 $36.6 Million
Q4 2023 Jan 09, 2024	BUY	$47.61 - $55.91 $698,867 - $820,702	14,679 Added 2.71%	556,907 $31 Million
Q3 2023 Oct 10, 2023	BUY	$49.59 - $53.57 $494,957 - $534,682	9,981 Added 1.88%	542,228 $27 Million
Q2 2023 Jul 12, 2023	BUY	$47.08 - $51.7 $218,592 - $240,043	4,643 Added 0.88%	532,247 $27.5 Million
Q1 2023 Apr 20, 2023	BUY	$44.47 - $49.23 $1.44 Million - $1.6 Million	32,429 Added 6.55%	527,604 $25.2 Million
Q3 2022 Oct 18, 2022	BUY	$41.99 - $50.63 $1.03 Million - $1.24 Million	24,550 Added 5.22%	495,175 $20.8 Million
Q2 2022 Jul 12, 2022	BUY	$42.93 - $53.98 $322,189 - $405,119	7,505 Added 1.62%	470,625 $21.2 Million
Q1 2022 Apr 29, 2022	BUY	$49.15 - $56.85 $10.6 Million - $12.3 Million	216,509 Added 87.79%	463,120 $0
Q4 2021 Jan 28, 2022	BUY	$51.87 - $56.86 $272,317 - $298,515	5,250 Added 2.18%	246,611 $27.9 Million
Q3 2021 Oct 25, 2021	SELL	$51.32 - $54.83 $39,311 - $41,999	-766 Reduced 0.32%	241,361 $25.1 Million
Q2 2021 Jul 27, 2021	BUY	$48.92 - $52.14 $34,097 - $36,341	697 Added 0.29%	242,127 $25.8 Million
Q1 2021 Apr 19, 2021	SELL	$44.89 - $48.81 $59,703 - $64,917	-1,330 Reduced 0.55%	241,430 $23.3 Million
Q4 2020 Jan 21, 2021	SELL	$39.03 - $45.5 $92,657 - $108,017	-2,374 Reduced 0.97%	242,760 $22.9 Million
Q3 2020 Oct 27, 2020	BUY	$36.93 - $42.52 $100,486 - $115,696	2,721 Added 1.12%	245,134 $19.5 Million
Q2 2020 Aug 05, 2020	BUY	$28.84 - $38.49 $184,777 - $246,605	6,407 Added 2.71%	242,413 $17.8 Million
Q1 2020 May 07, 2020	SELL	$26.18 - $40.44 $146,058 - $225,614	-5,579 Reduced 2.31%	236,006 $14.3 Million
Q4 2019 Jan 27, 2020	BUY	$34.47 - $38.58 $482,511 - $540,042	13,998 Added 6.15%	241,585 $18.6 Million
Q3 2019 Oct 25, 2019	BUY	$35.32 - $36.13 $547,707 - $560,267	15,507 Added 7.31%	227,587 $16.2 Million
Q2 2019 Aug 02, 2019	BUY	N/A	1,111 Added 0.53%	212,080 $15 Million
Q1 2019 Apr 22, 2019	BUY	N/A	19,929 Added 10.43%	210,969 $14.4 Million
Q4 2018 Jan 29, 2019	BUY	N/A	17,736 Added 10.23%	191,040 $11.4 Million
Q3 2018 Oct 29, 2018	BUY	N/A	9,534 Added 5.82%	173,304 $12.2 Million
Q2 2018 Jul 31, 2018	BUY	N/A	3,100 Added 1.93%	163,770 $10.8 Million
Q1 2018 Apr 30, 2018	BUY	N/A	6,657 Added 4.32%	160,670 $10.2 Million
Q4 2017 Jan 31, 2018	BUY	N/A	4,613 Added 3.09%	154,013 $9.94 Million
Q3 2017 Nov 29, 2017	BUY	N/A	149,400	149,400 $9.1 Million

Others Institutions Holding SCHB

# of Institutions

1,351

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

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