Barnes Wealth Management Group, Inc Schwab Strategic Tr Us Broad M Transaction History

Barnes Wealth Management Group, Inc

  • $156 Billion
  • Q1 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 17,293 shares of SCHB stock, worth $404,483. This represents 0.24% of its overall portfolio holdings.

Number of Shares
17,293
Previous 13,293 30.09%
Holding current value
$404,483
Previous $302 Million 23.39%
% of portfolio
0.24%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$21.23 - $23.75 $84,920 - $95,000
4,000 Added 30.09%
17,293 $372 Million
Q4 2024

May 12, 2025
BUY
$22.01 - $66.82 $292,578 - $888,238
13,293 New
13,293 $302 Million

Others Institutions Holding SCHB

# of Institutions
1,295
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
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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