Apcm Wealth Management For Individuals Schwab Strategic Tr Us Broad M Transaction History

Apcm Wealth Management For Individuals

$643 Million
Q4 2024

A detailed history of Apcm Wealth Management For Individuals transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 21,501 shares of SCHB stock, worth $469,366. This represents 0.08% of its overall portfolio holdings.

Number of Shares

21,501

Previous 7,417 189.89%

Holding current value

$469,366

Previous $493,000 1.01%

% of portfolio

0.08%

Previous 0.07%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.01 - $66.82 $309,988 - $941,092	14,084 Added 189.89%	21,501 $488,000
Q3 2024 Nov 04, 2024	SELL	$59.93 - $66.52 $20,496 - $22,749	-342 Reduced 4.41%	7,417 $493,000
Q2 2024 Jul 22, 2024	SELL	$57.57 - $63.3 $13,528 - $14,875	-235 Reduced 2.94%	7,759 $487,000
Q1 2024 Apr 18, 2024	SELL	$54.61 - $61.05 $39,810 - $44,505	-729 Reduced 8.36%	7,994 $488,000
Q4 2023 Jan 16, 2024	SELL	$47.61 - $55.91 $34,993 - $41,093	-735 Reduced 7.77%	8,723 $485,000
Q3 2023 Oct 31, 2023	SELL	$49.59 - $53.57 $199,103 - $215,083	-4,015 Reduced 29.8%	9,458 $471,000
Q2 2023 Jul 28, 2023	SELL	$47.08 - $51.7 $3.72 Million - $4.09 Million	-79,111 Reduced 85.45%	13,473 $696,000
Q1 2023 May 09, 2023	SELL	$44.47 - $49.23 $93,609 - $103,629	-2,105 Reduced 2.22%	92,584 $4.43 Million
Q4 2022 Feb 01, 2023	SELL	$41.94 - $47.81 $71,969 - $82,041	-1,716 Reduced 1.78%	94,689 $4.24 Million
Q3 2022 Oct 21, 2022	BUY	$41.99 - $50.63 $282,004 - $340,031	6,716 Added 7.49%	96,405 $4.05 Million
Q2 2022 Jul 15, 2022	SELL	$42.93 - $53.98 $8,156 - $10,256	-190 Reduced 0.21%	89,689 $3.96 Million
Q1 2022 Apr 11, 2022	BUY	$49.15 - $56.85 $2.21 Million - $2.56 Million	45,050 Added 100.49%	89,879 $4.8 Million
Q4 2021 Jan 19, 2022	BUY	$51.87 - $56.86 $89,372 - $97,969	1,723 Added 4.0%	44,829 $5.07 Million
Q3 2021 Oct 21, 2021	BUY	$51.32 - $54.83 $121,115 - $129,398	2,360 Added 5.79%	43,106 $4.48 Million
Q2 2021 Jul 13, 2021	BUY	$48.92 - $52.14 $124,794 - $133,009	2,551 Added 6.68%	40,746 $4.25 Million
Q1 2021 Apr 13, 2021	SELL	$44.89 - $48.81 $35,373 - $38,462	-788 Reduced 2.02%	38,195 $3.69 Million
Q4 2020 Jan 12, 2021	BUY	$39.03 - $45.5 $70,449 - $82,127	1,805 Added 4.86%	38,983 $3.55 Million
Q3 2020 Oct 06, 2020	BUY	$36.93 - $42.52 $36,745 - $42,307	995 Added 2.75%	37,178 $2.96 Million
Q2 2020 Aug 14, 2020	BUY	$28.84 - $38.49 $27,686 - $36,950	960 Added 2.73%	36,183 $2.66 Million
Q1 2020 May 15, 2020	BUY	$26.18 - $40.44 $68,355 - $105,588	2,611 Added 8.01%	35,223 $0
Q4 2019 Feb 11, 2020	BUY	$34.47 - $38.58 $1.12 Million - $1.26 Million	32,612 New	32,612 $2.51 Million
Q3 2019 Nov 18, 2019	SELL	$35.32 - $36.13 $3.24 Million - $3.31 Million	-91,668 Closed	0 $0
Q1 2019 May 16, 2019	BUY	N/A	6,089 Added 7.12%	91,668 $6.24 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-1,165 Reduced 1.34%	85,579 $5.13 Million
Q3 2018 Nov 15, 2018	BUY	N/A	3,905 Added 4.71%	86,744 $6.11 Million
Q2 2018 Aug 15, 2018	BUY	N/A	2,824 Added 3.53%	82,839 $5.47 Million
Q1 2018 May 16, 2018	SELL	N/A	-4,519 Reduced 5.35%	80,015 $5.1 Million
Q4 2017 Feb 16, 2018	BUY	N/A	84,534	84,534 $5.45 Million

Others Institutions Holding SCHB

# of Institutions

1,264

Shares Held

423M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Apcm Wealth Management For Individuals Schwab Strategic Tr Us Broad M Transaction History