Wiser Advisor Group LLC Schwab Strategic Tr Us Broad M Transaction History

Wiser Advisor Group LLC

  • $63.6 Billion
  • Q2 2024

A detailed history of Wiser Advisor Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wiser Advisor Group LLC holds 389 shares of SCHB stock, worth $8,935. This represents 0.04% of its overall portfolio holdings.

Number of Shares
389
Previous 387 0.52%
Holding current value
$8,935
Previous $23.7 Million 2.97%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$57.57 - $63.3 $115 - $126
2 Added 0.52%
389 $24.4 Million
Q1 2024

May 15, 2024
SELL
$54.61 - $61.05 $54 - $61
-1 Reduced 0.26%
387 $23.7 Million
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $18,472 - $21,693
388 New
388 $21.6 Million

Others Institutions Holding SCHB

# of Institutions
1,162
Shares Held
170M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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