Wilkins Miller Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Wilkins Miller Wealth Management, LLC

  • $133 Billion
  • Q1 2025

A detailed history of Wilkins Miller Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wilkins Miller Wealth Management, LLC holds 115,965 shares of SCHB stock, worth $2.67 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
115,965
Previous 113,582 2.1%
Holding current value
$2.67 Million
Previous $2.58 Billion 3.16%
% of portfolio
1.88%
Previous 2.7%

Shares

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

May 13, 2025
BUY
$21.23 - $23.75 $50,591 - $56,596
2,383 Added 2.1%
115,965 $2.5 Billion
Q4 2024

Feb 24, 2025
BUY
$22.01 - $66.82 $2.5 Million - $7.59 Million
113,582 New
113,582 $2.58 Billion

Others Institutions Holding SCHB

# of Institutions
1,295
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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