Gray Wealth Management Inc. Schwab Strategic Tr Us Broad M Transaction History

Gray Wealth Management Inc.

  • $251 Million
  • Q3 2024

A detailed history of Gray Wealth Management Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gray Wealth Management Inc. holds 25,689 shares of SCHB stock, worth $596,241. This represents 0.68% of its overall portfolio holdings.

Number of Shares
25,689
Previous 26,519 3.13%
Holding current value
$596,241
Previous $1.67 Million 2.46%
% of portfolio
0.68%
Previous 0.72%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$59.93 - $66.52 $49,741 - $55,211
-830 Reduced 3.13%
25,689 $1.71 Million
Q2 2024

Aug 09, 2024
SELL
$57.57 - $63.3 $13,125 - $14,432
-228 Reduced 0.85%
26,519 $1.67 Million
Q1 2024

May 02, 2024
SELL
$54.61 - $61.05 $31,564 - $35,286
-578 Reduced 2.12%
26,747 $1.63 Million
Q4 2023

Jan 31, 2024
SELL
$47.61 - $55.91 $5,998 - $7,044
-126 Reduced 0.46%
27,325 $1.52 Million
Q3 2023

Oct 27, 2023
BUY
$49.59 - $53.57 $164,291 - $177,477
3,313 Added 13.73%
27,451 $1.37 Million
Q2 2023

Aug 14, 2023
SELL
$47.08 - $51.7 $30,366 - $33,346
-645 Reduced 2.6%
24,138 $1.25 Million
Q1 2023

Apr 11, 2023
SELL
$44.47 - $49.23 $14,408 - $15,950
-324 Reduced 1.29%
24,783 $1.19 Million
Q4 2022

Feb 13, 2023
BUY
$41.94 - $47.81 $9,352 - $10,661
223 Added 0.9%
25,107 $1.13 Million
Q3 2022

Jan 03, 2023
SELL
$41.99 - $50.63 $117,949 - $142,219
-2,809 Reduced 10.14%
24,884 $1.05 Million
Q2 2022

Jan 03, 2023
SELL
$42.93 - $53.98 $23,697 - $29,796
-552 Reduced 1.95%
27,693 $1.22 Million
Q1 2022

Jan 03, 2023
BUY
$49.15 - $56.85 $713,903 - $825,746
14,525 Added 105.87%
28,245 $1.51 Million
Q4 2021

Jan 03, 2023
BUY
$51.87 - $56.86 $9,492 - $10,405
183 Added 1.35%
13,720 $1.55 Million
Q3 2021

Jan 03, 2023
BUY
$51.32 - $54.83 $24,171 - $25,824
471 Added 3.6%
13,537 $1.41 Million
Q2 2021

Jan 03, 2023
BUY
$48.92 - $52.14 $35,956 - $38,322
735 Added 5.96%
13,066 $1.36 Million
Q1 2021

Jan 03, 2023
BUY
$44.89 - $48.81 $553,538 - $601,876
12,331 New
12,331 $1.19 Million
Q4 2020

Jan 13, 2023
SELL
$39.03 - $45.5 $27,281 - $31,804
-699 Reduced 5.43%
12,182 $1.11 Million
Q3 2020

Jan 13, 2023
SELL
$36.93 - $42.52 $2,991 - $3,444
-81 Reduced 0.62%
12,881 $1.03 Million
Q2 2020

Jan 13, 2023
BUY
$28.84 - $38.49 $11,305 - $15,088
392 Added 3.12%
12,962 $956,000
Q1 2020

Jan 13, 2023
SELL
$26.18 - $40.44 $322,380 - $497,978
-12,314 Reduced 49.49%
12,570 $758,000

Others Institutions Holding SCHB

# of Institutions
1,185
Shares Held
194M
Call Options Held
172K
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
Track This Portfolio

Track Gray Wealth Management Inc. Portfolio

Follow Gray Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gray Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gray Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email