West Paces Advisors Inc. Schwab Strategic Tr Us Broad M Transaction History

West Paces Advisors Inc.

$470 Billion
Q2 2025

A detailed history of West Paces Advisors Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, West Paces Advisors Inc. holds 126,108 shares of SCHB stock, worth $3.07 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

126,108

Previous 106,383 18.54%

Holding current value

$3.07 Million

Previous $2.29 Billion 31.21%

% of portfolio

0.64%

Previous 0.52%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$19.1 - $23.83 $376,747 - $470,046	19,725 Added 18.54%	126,108 $3.01 Billion
Q1 2025 Apr 14, 2025	BUY	$21.23 - $23.75 $17,833 - $19,950	840 Added 0.8%	106,383 $2.29 Billion
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $1.55 Million - $4.69 Million	70,212 Added 198.73%	105,543 $2.4 Billion
Q3 2024 Oct 15, 2024	SELL	$59.93 - $66.52 $37,156 - $41,242	-620 Reduced 1.72%	35,331 $2.35 Billion
Q2 2024 Jul 16, 2024	SELL	$57.57 - $63.3 $43,177 - $47,475	-750 Reduced 2.04%	35,951 $2.26 Billion
Q1 2024 Apr 15, 2024	SELL	$54.61 - $61.05 $75,634 - $84,554	-1,385 Reduced 3.64%	36,701 $2.24 Billion
Q3 2023 Dec 18, 2023	SELL	$49.59 - $53.57 $68,682 - $74,194	-1,385 Reduced 3.51%	38,086 $1.9 Billion
Q2 2023 Dec 18, 2023	SELL	$47.08 - $51.7 $17,137 - $18,818	-364 Reduced 0.91%	39,471 $2.04 Billion
Q1 2023 Dec 18, 2023	SELL	$44.47 - $49.23 $263,040 - $291,195	-5,915 Reduced 12.93%	39,835 $1.91 Billion
Q4 2022 Dec 18, 2023	BUY	$41.94 - $47.81 $1.92 Million - $2.19 Million	45,750 New	45,750 $2.05 Billion
Q3 2022 Dec 18, 2023	SELL	$41.99 - $50.63 $938,476 - $1.13 Million	-22,350 Reduced 35.58%	40,464 $1.7 Billion
Q2 2022 Dec 18, 2023	BUY	$42.93 - $53.98 $1.23 Million - $1.54 Million	28,535 Added 83.24%	62,814 $2.78 Billion
Q1 2022 Dec 18, 2023	SELL	$49.15 - $56.85 $187,114 - $216,427	-3,807 Reduced 10.0%	34,279 $1.83 Billion
Q4 2021 Dec 19, 2023	SELL	$51.87 - $56.86 $10,737 - $11,770	-207 Reduced 1.12%	18,342 $2.07 Billion
Q3 2021 Dec 19, 2023	SELL	$51.32 - $54.83 $7,441 - $7,950	-145 Reduced 0.78%	18,549 $1.93 Billion
Q2 2021 Dec 19, 2023	SELL	$48.92 - $52.14 $10,273 - $10,949	-210 Reduced 1.11%	18,694 $1.95 Billion
Q1 2021 Dec 19, 2023	SELL	$44.89 - $48.81 $26,844 - $29,188	-598 Reduced 3.07%	18,904 $1.83 Billion
Q3 2020 Dec 19, 2023	SELL	$36.93 - $42.52 $8,493 - $9,779	-230 Reduced 1.17%	19,502 $1.55 Billion
Q2 2020 Dec 19, 2023	SELL	$28.84 - $38.49 $529,329 - $706,445	-18,354 Reduced 48.19%	19,732 $1.45 Billion
Q1 2020 Dec 20, 2023	BUY	$26.18 - $40.44 $285,335 - $440,755	10,899 Added 118.47%	20,099 $1.21 Billion
Q4 2019 Dec 21, 2023	BUY	$34.47 - $38.58 $5,687 - $6,365	165 Added 1.03%	16,252 $1.25 Billion
Q2 2019 Dec 21, 2023	SELL	N/A	-880 Reduced 5.19%	16,087 $1.13 Billion
Q1 2019 Dec 21, 2023	SELL	N/A	-1,970 Reduced 10.4%	16,967 $1.15 Billion
Q4 2018 Dec 21, 2023	BUY	N/A	14,700 Added 346.94%	18,937 $1.13 Billion
Q3 2018 Dec 20, 2023	SELL	N/A	-28,886 Reduced 75.84%	9,200 $648 Million
Q2 2018 Dec 21, 2023	BUY	N/A	7 Added 0.17%	4,237 $280 Million
Q1 2018 Dec 21, 2023	SELL	N/A	-250 Reduced 5.58%	4,230 $270 Million
Q3 2017 Dec 21, 2023	SELL	N/A	-191 Reduced 4.09%	4,480 $273 Million
Q2 2017 Dec 21, 2023	SELL	N/A	-200 Reduced 4.11%	4,671 $273 Million
Q1 2017 Dec 21, 2023	SELL	N/A	-700 Reduced 12.57%	4,871 $278 Million
Q4 2016 Dec 21, 2023	SELL	N/A	-32,515	5,571 $302 Million

Others Institutions Holding SCHB

# of Institutions

1,341

Shares Held

495M

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 West Paces Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Paces Advisors Inc. with notifications on news.

Account

West Paces Advisors Inc. Schwab Strategic Tr Us Broad M Transaction History