Boulder Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Boulder Wealth Advisors, LLC

  • $194 Million
  • Q4 2024

A detailed history of Boulder Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 1,525,273 shares of SCHB stock, worth $36.1 Million. This represents 17.85% of its overall portfolio holdings.

Number of Shares
1,525,273
Previous 502,321 203.65%
Holding current value
$36.1 Million
Previous $33.4 Million 3.62%
% of portfolio
17.85%
Previous 18.16%

Shares

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

Feb 06, 2025
BUY
$22.01 - $66.82 $22.5 Million - $68.4 Million
1,022,952 Added 203.65%
1,525,273 $34.6 Million
Q3 2024

Dec 03, 2024
BUY
$59.93 - $66.52 $352,328 - $391,071
5,879 Added 1.18%
502,321 $33.4 Million
Q2 2024

Dec 03, 2024
BUY
$57.57 - $63.3 $709,492 - $780,109
12,324 Added 2.55%
496,442 $31.2 Million
Q1 2024

Dec 03, 2024
BUY
$54.61 - $61.05 $9.71 Million - $10.9 Million
177,788 Added 58.04%
484,118 $29.6 Million
Q4 2022

Feb 21, 2023
BUY
$41.94 - $47.81 $12.8 Million - $14.6 Million
306,330 New
306,330 $13.7 Million

Others Institutions Holding SCHB

# of Institutions
1,259
Shares Held
437M
Call Options Held
365K
Put Options Held
32.6K
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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