Brightwater Advisory LLC Schwab Strategic Tr Us Broad M Transaction History

Brightwater Advisory LLC

  • $136 Billion
  • Q3 2024

A detailed history of Brightwater Advisory LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Brightwater Advisory LLC holds 86,699 shares of SCHB stock, worth $2.03 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares
86,699
Previous 87,615 1.05%
Holding current value
$2.03 Million
Previous $5.51 Billion 4.7%
% of portfolio
4.24%
Previous 4.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$59.93 - $66.52 $54,895 - $60,932
-916 Reduced 1.05%
86,699 $5.77 Billion
Q2 2024

Sep 10, 2024
BUY
$57.57 - $63.3 $5.04 Million - $5.55 Million
87,615 New
87,615 $5.51 Billion
Q1 2024

Oct 02, 2024
SELL
$54.61 - $61.05 $201,510 - $225,274
-3,690 Reduced 4.21%
83,925 $5.12 Billion

Others Institutions Holding SCHB

# of Institutions
1,180
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
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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