Weinberger Asset Management, Inc Schwab Strategic Tr Us Broad M Transaction History

Weinberger Asset Management, Inc

  • $233 Billion
  • Q1 2025

A detailed history of Weinberger Asset Management, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 540,867 shares of SCHB stock, worth $11.5 Million. This represents 4.99% of its overall portfolio holdings.

Number of Shares
540,867
Previous 555,774 2.68%
Holding current value
$11.5 Million
Previous $12.6 Billion 7.7%
% of portfolio
4.99%
Previous 5.27%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$21.23 - $23.75 $316,475 - $354,041
-14,907 Reduced 2.68%
540,867 $11.6 Billion
Q4 2024

Feb 04, 2025
BUY
$22.01 - $66.82 $8.1 Million - $24.6 Million
367,993 Added 195.97%
555,774 $12.6 Billion
Q3 2024

Feb 04, 2025
BUY
$59.93 - $66.52 $275,917 - $306,258
4,604 Added 2.51%
187,781 $12.5 Billion
Q2 2024

Feb 04, 2025
SELL
$57.57 - $63.3 $221,414 - $243,451
-3,846 Reduced 2.06%
183,177 $11.5 Billion
Q1 2024

Feb 04, 2025
SELL
$54.61 - $61.05 $37,899 - $42,368
-694 Reduced 0.37%
187,023 $11.4 Billion
Q4 2023

Feb 04, 2025
SELL
$47.61 - $55.91 $152,018 - $178,520
-3,193 Reduced 1.67%
187,717 $10.5 Billion
Q3 2023

Feb 04, 2025
SELL
$49.59 - $53.57 $33,671 - $36,374
-679 Reduced 0.35%
190,910 $9.52 Billion
Q2 2023

Feb 04, 2025
SELL
$47.08 - $51.7 $280,926 - $308,493
-5,967 Reduced 3.02%
191,589 $9.91 Billion
Q1 2023

Feb 04, 2025
BUY
$44.47 - $49.23 $45,359 - $50,214
1,020 Added 0.52%
197,556 $9.45 Billion
Q4 2022

Feb 04, 2025
BUY
$41.94 - $47.81 $91,638 - $104,464
2,185 Added 1.12%
196,536 $8.81 Billion
Q3 2022

Feb 04, 2025
BUY
$41.99 - $50.63 $289,814 - $349,448
6,902 Added 3.68%
194,351 $8.16 Billion
Q2 2022

Feb 04, 2025
BUY
$42.93 - $53.98 $882,683 - $1.11 Million
20,561 Added 12.32%
187,449 $8.28 Billion
Q1 2022

Feb 04, 2025
BUY
$49.15 - $56.85 $4.26 Million - $4.93 Million
86,638 Added 107.96%
166,888 $8.91 Billion
Q4 2021

Feb 04, 2025
BUY
$51.87 - $56.86 $4.16 Million - $4.56 Million
80,250 New
80,250 $9.07 Billion

Others Institutions Holding SCHB

# of Institutions
1,275
Shares Held
479M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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