Aletheian Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Aletheian Wealth Advisors LLC

  • $170 Million
  • Q1 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 25,857 shares of SCHB stock, worth $594,711. This represents 0.33% of its overall portfolio holdings.

Number of Shares
25,857
Previous 29,545 12.48%
Holding current value
$594,711
Previous $670,000 17.31%
% of portfolio
0.33%
Previous 0.41%

Shares

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

Apr 08, 2025
SELL
$21.23 - $23.75 $78,296 - $87,590
-3,688 Reduced 12.48%
25,857 $554,000
Q4 2024

Feb 14, 2025
BUY
$22.01 - $66.82 $433,552 - $1.32 Million
19,698 Added 200.04%
29,545 $670,000
Q3 2024

Oct 25, 2024
SELL
$59.93 - $66.52 $74,133 - $82,285
-1,237 Reduced 11.16%
9,847 $655,000
Q2 2024

Jul 26, 2024
SELL
$57.57 - $63.3 $16,983 - $18,673
-295 Reduced 2.59%
11,084 $696,000
Q4 2023

Jan 05, 2024
BUY
$47.61 - $55.91 $761 - $894
16 Added 0.14%
11,379 $633,000
Q3 2023

Oct 04, 2023
BUY
$49.59 - $53.57 $743 - $803
15 Added 0.13%
11,363 $566,000
Q2 2023

Jul 13, 2023
BUY
$47.08 - $51.7 $612 - $672
13 Added 0.11%
11,348 $586,000
Q1 2023

May 11, 2023
BUY
$44.47 - $49.23 $933 - $1,033
21 Added 0.19%
11,335 $542,000
Q4 2022

Jan 17, 2023
BUY
$41.94 - $47.81 $754 - $860
18 Added 0.16%
11,314 $0
Q3 2022

Oct 14, 2022
BUY
$41.99 - $50.63 $713 - $860
17 Added 0.15%
11,296 $474,000
Q2 2022

Jul 11, 2022
BUY
$42.93 - $53.98 $772 - $971
18 Added 0.16%
11,279 $498,000
Q1 2022

Apr 18, 2022
BUY
$49.15 - $56.85 $246,683 - $285,330
5,019 Added 80.41%
11,261 $601,000
Q4 2021

Apr 12, 2022
BUY
$51.87 - $56.86 $323,772 - $354,920
6,242 New
6,242 $705,000

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
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