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

Prevail Innovative Wealth Advisors, LLC

  • $328 Billion
  • Q3 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 7,359 shares of SCHB stock, worth $166,681. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,359
Previous 7,059 4.25%
Holding current value
$166,681
Previous $444 Million 10.3%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Nov 13, 2024
BUY
$59.93 - $66.52 $17,979 - $19,956
300 Added 4.25%
7,359 $490 Million
Q2 2024

Aug 08, 2024
BUY
$57.57 - $63.3 $406,386 - $446,834
7,059 New
7,059 $444 Million

Others Institutions Holding SCHB

# of Institutions
1,181
Shares Held
167M
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
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