Wedmont Private Capital Schwab Strategic Tr Us Broad M Transaction History

Wedmont Private Capital

$2.28 Billion
Q2 2025

A detailed history of Wedmont Private Capital transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wedmont Private Capital holds 509,143 shares of SCHB stock, worth $12.5 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

509,143

Previous 492,766 3.32%

Holding current value

$12.5 Million

Previous $10.6 Million 14.84%

% of portfolio

0.53%

Previous 0.53%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$19.1 - $23.83 $312,800 - $390,263	16,377 Added 3.32%	509,143 $12.1 Million
Q1 2025 Apr 14, 2025	BUY	$21.23 - $23.75 $10.2 Million - $11.4 Million	481,712 Added 4357.81%	492,766 $10.6 Million
Q4 2024 Jan 13, 2025	BUY	$22.01 - $66.82 $161,069 - $488,988	7,318 Added 195.88%	11,054 $250,000
Q3 2024 Oct 08, 2024	BUY	$59.93 - $66.52 $59 - $66	1 Added 0.03%	3,736 $248,000
Q2 2024 Jul 15, 2024	BUY	$57.57 - $63.3 $57 - $63	1 Added 0.03%	3,735 $234,000
Q1 2024 Apr 10, 2024	BUY	$54.61 - $61.05 $54 - $61	1 Added 0.03%	3,734 $227,000
Q4 2023 Jan 09, 2024	BUY	$47.61 - $55.91 $177,728 - $208,712	3,733 New	3,733 $207,000
Q1 2023 Apr 11, 2023	BUY	$44.47 - $49.23 $44 - $49	1 Added 0.01%	6,824 $326,000
Q4 2022 Jan 09, 2023	BUY	$41.94 - $47.81 $39,549 - $45,084	943 Added 16.04%	6,823 $0
Q1 2022 Apr 05, 2022	BUY	$49.15 - $56.85 $150,693 - $174,302	3,066 Added 108.96%	5,880 $317,000
Q4 2021 Jan 14, 2022	BUY	$51.87 - $56.86 $145,962 - $160,004	2,814 New	2,814 $310,000

Others Institutions Holding SCHB

# of Institutions

1,343

Shares Held

567M

Call Options Held

509K

Put Options Held

21.5K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Wedmont Private Capital Schwab Strategic Tr Us Broad M Transaction History