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

Wealthspire Advisors, LLC

$17.6 Billion
Q2 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 1,000,692 shares of SCHB stock, worth $24.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,000,692

Previous 1,003,918 0.32%

Holding current value

$24.5 Million

Previous $21.6 Million 10.33%

% of portfolio

0.14%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,341

Shares Held

494M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

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