Altus Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Altus Wealth Management, LLC

  • $190 Million
  • Q1 2024

A detailed history of Altus Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Altus Wealth Management, LLC holds 9,830 shares of SCHB stock, worth $622,927. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,830
Previous 9,829 0.01%
Holding current value
$622,927
Previous $547,000 9.69%
% of portfolio
0.32%
Previous 0.33%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$54.61 - $61.05 $54 - $61
1 Added 0.01%
9,830 $600,000
Q4 2023

Jan 25, 2024
BUY
$47.61 - $55.91 $6,284 - $7,380
132 Added 1.36%
9,829 $547,000
Q3 2023

Oct 16, 2023
BUY
$49.59 - $53.57 $25,737 - $27,802
519 Added 5.65%
9,697 $483,000
Q2 2023

Jul 20, 2023
SELL
$47.08 - $51.7 $12,899 - $14,165
-274 Reduced 2.9%
9,178 $474,000
Q1 2023

Apr 19, 2023
BUY
$44.47 - $49.23 $22,501 - $24,910
506 Added 5.66%
9,452 $452,000
Q4 2022

Jan 27, 2023
BUY
$43.88 - $47.81 $1,316 - $1,434
30 Added 0.34%
8,946 $401,000
Q3 2022

Oct 17, 2022
BUY
N/A
28 Added 0.32%
8,916 $374,000
Q2 2022

Jul 27, 2022
BUY
N/A
640 Added 7.76%
8,888 $393,000
Q1 2022

Apr 26, 2022
BUY
N/A
4,223 Added 104.92%
8,248 $440,000
Q4 2021

Jan 20, 2022
BUY
N/A
59 Added 1.49%
4,025 $455,000
Q3 2021

Oct 18, 2021
BUY
N/A
103 Added 2.67%
3,966 $412,000
Q2 2021

Jul 23, 2021
BUY
N/A
67 Added 1.77%
3,863 $403,000
Q1 2021

Apr 21, 2021
BUY
N/A
336 Added 9.71%
3,796 $367,000
Q4 2020

Jan 22, 2021
BUY
N/A
8 Added 0.23%
3,460 $315,000
Q3 2020

Oct 13, 2020
BUY
N/A
313 Added 9.97%
3,452 $275,000
Q2 2020

Jul 23, 2020
BUY
N/A
3,139 New
3,139 $231,000
Q1 2020

Apr 28, 2020
SELL
N/A
-3,259 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
N/A
3,259 New
3,259 $251,000

Others Institutions Holding SCHB

# of Institutions
1,122
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
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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