Wealthstream Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Wealthstream Advisors, Inc.

$625 Million
Q3 2025

A detailed history of Wealthstream Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 45,903 shares of SCHB stock, worth $1.19 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

45,903

Previous 39,863 15.15%

Holding current value

$1.19 Million

Previous $949,000 24.34%

% of portfolio

0.19%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$23.82 - $25.84 $143,872 - $156,073	6,040 Added 15.15%	45,903 $1.18 Million
Q2 2025 Jul 29, 2025	BUY	$19.1 - $23.83 $85,224 - $106,329	4,462 Added 12.6%	39,863 $949,000
Q1 2025 May 07, 2025	SELL	$21.23 - $23.75 $217,267 - $243,057	-10,234 Reduced 22.43%	35,401 $762,000
Q4 2024 Feb 04, 2025	BUY	$22.01 - $66.82 $748,560 - $2.27 Million	34,010 Added 292.56%	45,635 $1.04 Million
Q3 2024 Nov 06, 2024	SELL	$59.93 - $66.52 $10,188 - $11,308	-170 Reduced 1.44%	11,625 $773,000

Q2 2024 Jul 29, 2024	BUY	$57.57 - $63.3 $19,516 - $21,458	339 Added 2.96%	11,795 $741,000
Q1 2024 May 08, 2024	BUY	$54.61 - $61.05 $107,144 - $119,780	1,962 Added 20.67%	11,456 $699,000
Q4 2023 Feb 12, 2024	BUY	$47.61 - $55.91 $181,203 - $212,793	3,806 Added 66.91%	9,494 $528,000
Q3 2023 Nov 06, 2023	BUY	$49.59 - $53.57 $20,083 - $21,695	405 Added 7.67%	5,688 $283,000
Q2 2023 Aug 02, 2023	BUY	$47.08 - $51.7 $248,723 - $273,131	5,283 New	5,283 $273,000

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Wealthstream Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History