Wealthfront Advisers LLC Schwab Strategic Tr Us Broad M Transaction History

Wealthfront Advisers LLC

$34.9 Billion
Q1 2025

A detailed history of Wealthfront Advisers LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthfront Advisers LLC holds 58,426,349 shares of SCHB stock, worth $1.4 Billion. This represents 3.6% of its overall portfolio holdings.

Number of Shares

58,426,349

Previous 60,222,952 2.98%

Holding current value

$1.4 Billion

Previous $1.37 Billion 7.98%

% of portfolio

3.6%

Previous 4.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$21.23 - $23.75 $38.1 Million - $42.7 Million	-1,796,603 Reduced 2.98%	58,426,349 $1.26 Billion
Q4 2024 Apr 01, 2025	BUY	$22.01 - $66.82 $1.33 Billion - $4.02 Billion	60,222,952 New	60,222,952 $1.37 Billion
Q3 2024 Nov 12, 2024	SELL	$59.93 - $66.52 $34.2 Million - $37.9 Million	-570,324 Reduced 2.69%	20,600,322 $1.37 Billion
Q2 2024 Aug 14, 2024	SELL	$57.57 - $63.3 $41.9 Million - $46.1 Million	-727,975 Reduced 3.32%	21,170,646 $1.33 Billion
Q1 2024 Apr 19, 2024	SELL	$54.61 - $61.05 $48.6 Million - $54.3 Million	-889,698 Reduced 3.9%	21,898,621 $1.34 Billion
Q4 2023 Feb 09, 2024	SELL	$47.61 - $55.91 $38.9 Million - $45.7 Million	-816,531 Reduced 3.46%	22,788,319 $1.27 Billion
Q3 2023 Nov 01, 2023	SELL	$49.59 - $53.57 $39 Million - $42.2 Million	-787,155 Reduced 3.23%	23,604,850 $1.18 Billion
Q2 2023 Aug 07, 2023	SELL	$47.08 - $51.7 $69.6 Million - $76.4 Million	-1,478,296 Reduced 5.71%	24,392,005 $1.26 Billion
Q1 2023 Apr 28, 2023	SELL	$44.47 - $49.23 $232 Million - $257 Million	-5,224,245 Reduced 16.8%	25,870,301 $1.24 Billion
Q4 2022 Feb 10, 2023	BUY	$41.94 - $47.81 $194 Million - $222 Million	4,634,016 Added 17.51%	31,094,546 $1.39 Billion
Q3 2022 Nov 14, 2022	SELL	$41.99 - $50.63 $189 Million - $228 Million	-4,507,029 Reduced 14.55%	26,460,530 $1.11 Billion
Q2 2022 Jul 20, 2022	BUY	$42.93 - $53.98 $124 Million - $156 Million	2,891,008 Added 10.3%	30,967,559 $1.37 Billion
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $666 Million - $771 Million	13,553,949 Added 93.33%	28,076,551 $1.5 Billion
Q4 2021 Jan 21, 2022	BUY	$51.87 - $56.86 $87.6 Million - $96 Million	1,688,244 Added 13.15%	14,522,602 $1.64 Billion
Q3 2021 Nov 15, 2021	BUY	$51.32 - $54.83 $93.1 Million - $99.4 Million	1,813,471 Added 16.45%	12,834,358 $1.33 Billion
Q2 2021 Aug 16, 2021	BUY	$48.92 - $52.14 $34.7 Million - $37 Million	709,425 Added 6.88%	11,020,887 $1.15 Billion
Q1 2021 May 14, 2021	BUY	$44.89 - $48.81 $53.3 Million - $58 Million	1,188,442 Added 13.03%	10,311,462 $997 Million
Q4 2020 Feb 16, 2021	SELL	$39.03 - $45.5 $1.98 Million - $2.31 Million	-50,829 Reduced 0.55%	9,123,020 $830 Million
Q3 2020 Nov 16, 2020	BUY	$36.93 - $42.52 $7.28 Million - $8.38 Million	197,132 Added 2.2%	9,173,849 $731 Million
Q2 2020 Aug 14, 2020	SELL	$28.84 - $38.49 $98.9 Million - $132 Million	-3,430,713 Reduced 27.65%	8,976,717 $660 Million
Q1 2020 May 15, 2020	BUY	$26.18 - $40.44 $35.1 Million - $54.2 Million	1,340,708 Added 12.11%	12,407,430 $750 Million
Q4 2019 Jan 21, 2020	BUY	$34.47 - $38.58 $6.98 Million - $7.81 Million	202,378 Added 1.86%	11,066,722 $851 Million
Q3 2019 Oct 15, 2019	BUY	$35.32 - $36.13 $9.63 Million - $9.85 Million	272,735 Added 2.58%	10,864,344 $772 Million
Q2 2019 Aug 13, 2019	BUY	N/A	624,266 Added 6.26%	10,591,609 $747 Million
Q1 2019 May 13, 2019	SELL	N/A	-413,627 Reduced 3.98%	9,967,343 $678 Million
Q4 2018 Feb 14, 2019	BUY	N/A	10,380,970 New	10,380,970 $622 Million

Others Institutions Holding SCHB

# of Institutions

1,313

Shares Held

496M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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Wealthfront Advisers LLC Schwab Strategic Tr Us Broad M Transaction History