Wbi Investments, Inc. Schwab Strategic Tr Us Broad M Transaction History

Wbi Investments, Inc.

  • $364 Million
  • Q3 2025

A detailed history of Wbi Investments, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wbi Investments, Inc. holds 193,665 shares of SCHB stock, worth $5 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
193,665
Previous 203,177 4.68%
Holding current value
$5 Million
Previous $4.84 Million 2.85%
% of portfolio
1.37%
Previous 1.34%

Shares

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

Nov 20, 2025
SELL
$23.82 - $25.84 $226,575 - $245,790
-9,512 Reduced 4.68%
193,665 $4.98 Million
Q2 2025

Aug 11, 2025
BUY
$19.1 - $23.83 $3.88 Million - $4.84 Million
203,177 New
203,177 $4.84 Million
Q2 2022

Jul 25, 2022
SELL
$42.93 - $53.98 $8.02 Million - $10.1 Million
-186,880 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$49.15 - $56.85 $9.19 Million - $10.6 Million
186,880 New
186,880 $9.98 Million
Q4 2021

Jan 28, 2022
SELL
$51.87 - $56.86 $4.01 Million - $4.39 Million
-77,267 Closed
0 $0
Q3 2021

Nov 09, 2021
BUY
$51.32 - $54.83 $3.97 Million - $4.24 Million
77,267 New
77,267 $8.02 Million
Q4 2020

Feb 04, 2021
SELL
$39.03 - $45.5 $3.86 Million - $4.5 Million
-98,955 Closed
0 $0
Q3 2020

Nov 06, 2020
SELL
$36.93 - $42.52 $1.32 Million - $1.52 Million
-35,684 Reduced 26.5%
98,955 $7.88 Million
Q2 2020

Aug 11, 2020
BUY
$28.84 - $38.49 $3.88 Million - $5.18 Million
134,639 New
134,639 $9.89 Million

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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