Waterford Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Waterford Advisors, LLC

  • $239 Million
  • Q2 2024

A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Waterford Advisors, LLC holds 7,648 shares of SCHB stock, worth $169,097. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,648
Previous 7,648 -0.0%
Holding current value
$169,097
Previous $466,000 3.0%
% of portfolio
0.2%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
SELL
$47.61 - $55.91 $19,662 - $23,090
-413 Reduced 5.12%
7,648 $425,000
Q1 2023

May 02, 2023
SELL
$44.47 - $49.23 $1,334 - $1,476
-30 Reduced 0.37%
8,061 $386,000
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $339,336 - $386,830
8,091 New
8,091 $363,000

Others Institutions Holding SCHB

# of Institutions
1,159
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
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 Waterford Advisors, LLC Portfolio

Follow Waterford Advisors, LLC 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 Waterford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterford Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email