Adams Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Adams Wealth Management

  • $433 Million
  • Q3 2024

A detailed history of Adams Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Adams Wealth Management holds 27,072 shares of SCHB stock, worth $598,561. This represents 0.42% of its overall portfolio holdings.

Number of Shares
27,072
Previous 25,496 6.18%
Holding current value
$598,561
Previous $1.6 Million 12.36%
% of portfolio
0.42%
Previous 0.4%

Shares

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

Oct 28, 2024
BUY
$59.93 - $66.52 $94,449 - $104,835
1,576 Added 6.18%
27,072 $1.8 Million
Q2 2024

Jul 16, 2024
SELL
$57.57 - $63.3 $505,925 - $556,280
-8,788 Reduced 25.63%
25,496 $1.6 Million
Q1 2024

May 20, 2024
BUY
$54.61 - $61.05 $216,747 - $242,307
3,969 Added 13.09%
34,284 $2.09 Million
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $228,718 - $268,591
4,804 Added 18.83%
30,315 $1.69 Million
Q3 2023

Nov 09, 2023
SELL
$49.59 - $53.57 $1,338 - $1,446
-27 Reduced 0.11%
25,511 $1.27 Million
Q2 2023

Aug 14, 2023
BUY
$47.08 - $51.7 $132,577 - $145,587
2,816 Added 12.39%
25,538 $1.32 Million
Q1 2023

May 03, 2023
BUY
$44.47 - $49.23 $74,220 - $82,164
1,669 Added 7.93%
22,722 $1.09 Million
Q4 2022

Feb 17, 2023
BUY
$41.94 - $47.81 $654,012 - $745,549
15,594 Added 285.66%
21,053 $943,000
Q3 2022

Nov 10, 2022
BUY
$41.99 - $50.63 $229,223 - $276,389
5,459 New
5,459 $229,000
Q4 2020

Feb 08, 2021
SELL
$39.03 - $45.5 $2,810 - $3,276
-72 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$36.93 - $42.52 $2,658 - $3,061
72 New
72 $6,000

Others Institutions Holding SCHB

# of Institutions
1,159
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
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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