Wealthspire Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,002,272 shares of SCHB stock, worth $25.9 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,002,272

Previous 1,000,692 0.16%

Holding current value

$25.9 Million

Previous $23.8 Million 8.06%

% of portfolio

0.14%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$23.82 - $25.84 $37,635 - $40,827	1,580 Added 0.16%	1,002,272 $25.8 Million
Q2 2025 Aug 11, 2025	SELL	$19.1 - $23.83 $61,616 - $76,875	-3,226 Reduced 0.32%	1,000,692 $23.8 Million
Q1 2025 May 09, 2025	BUY	$21.23 - $23.75 $10.5 Million - $11.8 Million	496,815 Added 97.97%	1,003,918 $21.6 Million
Q4 2024 Feb 03, 2025	BUY	$22.01 - $66.82 $7.41 Million - $22.5 Million	336,858 Added 197.87%	507,103 $11.5 Million
Q3 2024 Nov 13, 2024	BUY	$59.93 - $66.52 $6.48 Million - $7.19 Million	108,080 Added 173.86%	170,245 $11.3 Million

Q2 2024 Aug 08, 2024	BUY	$57.57 - $63.3 $35,808 - $39,372	622 Added 1.01%	62,165 $3.91 Million
Q1 2024 May 06, 2024	SELL	$54.61 - $61.05 $72,849 - $81,440	-1,334 Reduced 2.12%	61,543 $3.76 Million
Q4 2023 Feb 06, 2024	BUY	$47.61 - $55.91 $2.04 Million - $2.4 Million	42,910 Added 214.9%	62,877 $3.5 Million
Q3 2023 Nov 06, 2023	BUY	$49.59 - $53.57 $171,482 - $185,245	3,458 Added 20.95%	19,967 $995,000
Q2 2023 Jul 31, 2023	SELL	$47.08 - $51.7 $48,162 - $52,889	-1,023 Reduced 5.84%	16,509 $853,000
Q1 2023 May 09, 2023	BUY	$44.47 - $49.23 $779,648 - $863,100	17,532 New	17,532 $838,000
Q2 2022 Aug 09, 2022	BUY	$42.93 - $53.98 $230,834 - $290,250	5,377 New	5,377 $238,000
Q4 2021 Feb 14, 2022	SELL	$51.87 - $56.86 $287,204 - $314,833	-5,537 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$51.32 - $54.83 $284,158 - $303,593	5,537 New	5,537 $575,000

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

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Wealthspire Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History