All Square Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

All Square Wealth Management LLC

$166 Million
Q1 2025

A detailed history of All Square Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, All Square Wealth Management LLC holds 66 shares of SCHB stock, worth $1,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 66 -0.0%

Holding current value

$1,615

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$22.01 - $66.82 $968 - $2,940	44 Added 200.0%	66 $1,000
Q2 2023 Aug 08, 2023	SELL	$47.08 - $51.7 $12,240 - $13,442	-260 Reduced 92.2%	22 $1,000
Q4 2022 Feb 14, 2023	SELL	$41.94 - $47.81 $4,194 - $4,781	-100 Reduced 26.18%	282 $12,000
Q2 2022 Aug 16, 2022	SELL	$42.93 - $53.98 $35,460 - $44,587	-826 Reduced 68.38%	382 $17,000
Q1 2022 May 04, 2022	BUY	$49.15 - $56.85 $39,074 - $45,195	795 Added 192.49%	1,208 $64,000
Q4 2019 Feb 04, 2020	SELL	$34.47 - $38.58 $2,378 - $2,662	-69 Reduced 14.32%	413 $32,000
Q3 2019 Nov 06, 2019	SELL	$35.32 - $36.13 $36,308 - $37,141	-1,028 Reduced 68.08%	482 $34,000
Q1 2019 May 07, 2019	SELL	N/A	-168 Reduced 10.01%	1,510 $103,000
Q1 2018 May 11, 2018	BUY	N/A	413 Added 32.65%	1,678 $107,000
Q3 2017 Nov 06, 2017	BUY	N/A	1,265	1,265 $77,000

Others Institutions Holding SCHB

# of Institutions

1,333

Shares Held

495M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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All Square Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History