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

Wbi Investments, Inc.

$362 Million
Q2 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 203,177 shares of SCHB stock, worth $5.25 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

203,177

Holding current value

$5.25 Million

% of portfolio

1.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR US BROAD M

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