Wealthquest Corp Schwab Strategic Tr Us Broad M Transaction History

Wealthquest Corp

  • $1.11 Billion
  • Q3 2025

A detailed history of Wealthquest Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthquest Corp holds 10,578 shares of SCHB stock, worth $273,123. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,578
Previous 10,577 0.01%
Holding current value
$273,123
Previous $252,000 7.54%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 05, 2025
BUY
$23.82 - $25.84 $23 - $25
1 Added 0.01%
10,578 $271,000
Q2 2025

Aug 13, 2025
BUY
$19.1 - $23.83 $248 - $309
13 Added 0.12%
10,577 $252,000
Q1 2025

May 08, 2025
BUY
$21.23 - $23.75 $224,273 - $250,895
10,564 New
10,564 $227,000

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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