49 Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

49 Wealth Management, LLC

  • $702 Billion
  • Q4 2024

A detailed history of 49 Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, 49 Wealth Management, LLC holds 11,078 shares of SCHB stock, worth $253,907. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,078
Previous 3,471 219.16%
Holding current value
$253,907
Previous $231 Million 8.91%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 14, 2025
BUY
$22.01 - $66.82 $167,430 - $508,299
7,607 Added 219.16%
11,078 $251 Million
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $14,982 - $16,630
250 Added 7.76%
3,471 $231 Million
Q2 2024

Jul 30, 2024
BUY
$57.57 - $63.3 $185,432 - $203,889
3,221 New
3,221 $203 Million

Others Institutions Holding SCHB

# of Institutions
1,264
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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