Shira Ridge Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Shira Ridge Wealth Management

  • $204 Billion
  • Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Shira Ridge Wealth Management holds 21,114 shares of SCHB stock, worth $492,378. This represents 0.23% of its overall portfolio holdings.

Number of Shares
21,114
Previous 7,038 200.0%
Holding current value
$492,378
Previous $468 Million 2.37%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Jan 13, 2025
BUY
$22.01 - $66.82 $309,812 - $940,558
14,076 Added 200.0%
21,114 $479 Million
Q4 2022

Jan 12, 2023
BUY
$41.94 - $47.81 $295,173 - $336,486
7,038 New
7,038 $315 Million

Others Institutions Holding SCHB

# of Institutions
1,224
Shares Held
325M
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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