Bright Futures Wealth Management, Llc. Schwab Strategic Tr Us Broad M Transaction History

Bright Futures Wealth Management, Llc.

  • $101 Million
  • Q4 2024

A detailed history of Bright Futures Wealth Management, Llc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 9,919 shares of SCHB stock, worth $231,807. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,919
Previous 10,232 3.06%
Holding current value
$231,807
Previous $680,000 66.91%
% of portfolio
0.22%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$22.01 - $66.82 $6,889 - $20,914
-313 Reduced 3.06%
9,919 $225,000
Q3 2024

Oct 31, 2024
BUY
$59.93 - $66.52 $409,441 - $454,464
6,832 Added 200.94%
10,232 $680,000
Q2 2024

Aug 07, 2024
BUY
$57.57 - $63.3 $575 - $633
10 Added 0.29%
3,400 $213,000
Q1 2024

Jun 28, 2024
BUY
$54.61 - $61.05 $185,127 - $206,959
3,390 New
3,390 $214 Million

Others Institutions Holding SCHB

# of Institutions
1,202
Shares Held
300M
Call Options Held
191K
Put Options Held
20.7K
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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