Able Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Able Wealth Management LLC

  • $152 Billion
  • Q4 2024

A detailed history of Able Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Able Wealth Management LLC holds 14,929 shares of SCHB stock, worth $319,629. This represents 0.22% of its overall portfolio holdings.

Number of Shares
14,929
Previous 4,976 200.02%
Holding current value
$319,629
Previous $331 Million 2.36%
% of portfolio
0.22%
Previous 0.25%

Shares

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

Feb 03, 2025
BUY
$22.01 - $66.82 $219,065 - $665,059
9,953 Added 200.02%
14,929 $339 Million
Q3 2024

Nov 01, 2024
BUY
$59.93 - $66.52 $359 - $399
6 Added 0.12%
4,976 $331 Million
Q1 2024

Nov 01, 2024
SELL
$54.61 - $61.05 $13,434 - $15,018
-246 Reduced 4.72%
4,970 $303 Million
Q4 2023

Feb 20, 2024
BUY
$47.61 - $55.91 $248,333 - $291,626
5,216 New
5,216 $290 Million

Others Institutions Holding SCHB

# of Institutions
1,265
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
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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