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

Aberdeen Wealth Management LLC

  • $149 Million
  • Q3 2024

A detailed history of Aberdeen Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aberdeen Wealth Management LLC holds 544 shares of SCHB stock, worth $12,490. This represents 0.02% of its overall portfolio holdings.

Number of Shares
544
Previous 350 55.43%
Holding current value
$12,490
Previous $22,000 63.64%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 08, 2024
BUY
$59.93 - $66.52 $11,626 - $12,904
194 Added 55.43%
544 $36,000
Q1 2022

May 12, 2022
BUY
$49.15 - $56.85 $8,601 - $9,948
175 Added 100.0%
350 $19,000
Q4 2021

Feb 14, 2022
BUY
$51.87 - $56.86 $9,077 - $9,950
175 New
175 $20,000
Q2 2021

Jul 23, 2021
SELL
$48.92 - $52.14 $8,561 - $9,124
-175 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
$39.03 - $45.5 $6,830 - $7,962
175 New
175 $16,000

Others Institutions Holding SCHB

# of Institutions
1,179
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
Track This Portfolio

Track Aberdeen Wealth Management LLC Portfolio

Follow Aberdeen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aberdeen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aberdeen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email