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

Able Wealth Management LLC

  • $169 Billion
  • Q1 2025

A detailed history of Able Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Able Wealth Management LLC holds 14,929 shares of SCHB stock, worth $339,186. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,929
Previous 14,929 -0.0%
Holding current value
$339,186
Previous $339 Million 5.15%
% of portfolio
0.19%
Previous 0.22%

Shares

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

Feb 03, 2025
BUY
$22.01 - $66.82 $219,065 - $665,059
9,953 Added 200.02%
14,929 $339 Million
Q3 2024

Nov 01, 2024
BUY
$59.93 - $66.52 $359 - $399
6 Added 0.12%
4,976 $331 Million
Q1 2024

Nov 01, 2024
SELL
$54.61 - $61.05 $13,434 - $15,018
-246 Reduced 4.72%
4,970 $303 Million
Q4 2023

Feb 20, 2024
BUY
$47.61 - $55.91 $248,333 - $291,626
5,216 New
5,216 $290 Million

Others Institutions Holding SCHB

# of Institutions
1,291
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
Track This Portfolio

Track Able Wealth Management LLC Portfolio

Follow Able 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 Able Wealth Management LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email