Solutions 4 Wealth, LTD Schwab Strategic Tr Us Broad M Transaction History

Solutions 4 Wealth, LTD

  • $60 Billion
  • Q2 2025

A detailed history of Solutions 4 Wealth, LTD transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Solutions 4 Wealth, LTD holds 18,355 shares of SCHB stock, worth $474,293. This represents 0.73% of its overall portfolio holdings.

Number of Shares
18,355
Previous 20,186 9.07%
Holding current value
$474,293
Previous $435 Million 0.64%
% of portfolio
0.73%
Previous 0.77%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$19.1 - $23.83 $34,972 - $43,632
-1,831 Reduced 9.07%
18,355 $437 Million
Q1 2025

May 09, 2025
BUY
$21.23 - $23.75 $360 - $403
17 Added 0.08%
20,186 $435 Million
Q4 2024

Jan 28, 2025
BUY
$22.01 - $66.82 $296,100 - $898,929
13,453 Added 200.31%
20,169 $458 Million
Q3 2024

Nov 14, 2024
BUY
$59.93 - $66.52 $719 - $798
12 Added 0.18%
6,716 $447 Million
Q2 2024

Aug 14, 2024
SELL
$57.57 - $63.3 $12,089 - $13,293
-210 Reduced 3.04%
6,704 $421 Million
Q1 2024

May 02, 2024
BUY
$54.61 - $61.05 $327 - $366
6 Added 0.09%
6,914 $422 Million
Q4 2023

Feb 06, 2024
BUY
$47.61 - $55.91 $328,889 - $386,226
6,908 New
6,908 $385 Million

Others Institutions Holding SCHB

# of Institutions
1,349
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
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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