Wealth Collab, LLC Schwab Strategic Tr Us Broad M Transaction History

Wealth Collab, LLC

$162 Billion
Q1 2025

A detailed history of Wealth Collab, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Collab, LLC holds 155,290 shares of SCHB stock, worth $3.82 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

155,290

Previous 158,082 1.77%

Holding current value

$3.82 Million

Previous $3.59 Billion 6.83%

% of portfolio

2.06%

Previous 2.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$21.23 - $23.75 $59,274 - $66,310	-2,792 Reduced 1.77%	155,290 $3.34 Billion
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $2.31 Million - $7.01 Million	104,872 Added 197.09%	158,082 $3.59 Billion
Q3 2024 Nov 14, 2024	SELL	$59.93 - $66.52 $26,489 - $29,401	-442 Reduced 0.82%	53,210 $3.54 Billion
Q2 2024 Aug 14, 2024	SELL	$57.57 - $63.3 $47,264 - $51,969	-821 Reduced 1.51%	53,652 $3.37 Billion
Q1 2024 May 10, 2024	SELL	$54.61 - $61.05 $44,561 - $49,816	-816 Reduced 1.48%	54,473 $3.33 Billion
Q4 2023 Apr 03, 2024	BUY	$47.61 - $55.91 $2.63 Million - $3.09 Million	55,289 New	55,289 $3.08 Billion

Others Institutions Holding SCHB

# of Institutions

1,326

Shares Held

496M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Wealth Collab, LLC Schwab Strategic Tr Us Broad M Transaction History