Aquire Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Aquire Wealth Advisors, LLC

  • $323 Million
  • Q4 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 25,261 shares of SCHB stock, worth $585,549. This represents 0.18% of its overall portfolio holdings.

Number of Shares
25,261
Previous 8,981 181.27%
Holding current value
$585,549
Previous $597,000 4.02%
% of portfolio
0.18%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $358,322 - $1.09 Million
16,280 Added 181.27%
25,261 $573,000
Q1 2024

May 13, 2024
BUY
$54.61 - $61.05 $4,969 - $5,555
91 Added 1.02%
8,981 $548,000
Q4 2023

Jan 11, 2024
SELL
$47.61 - $55.91 $8,093 - $9,504
-170 Reduced 1.88%
8,890 $494,000
Q2 2022

Jul 27, 2022
BUY
$42.93 - $53.98 $2,146 - $2,699
50 Added 0.55%
9,060 $400,000
Q1 2022

Apr 28, 2022
BUY
$49.15 - $56.85 $225,008 - $260,259
4,578 Added 103.29%
9,010 $481,000
Q4 2021

Feb 09, 2022
BUY
$51.87 - $56.86 $229,887 - $252,003
4,432 New
4,432 $501,000

Others Institutions Holding SCHB

# of Institutions
1,261
Shares Held
444M
Call Options Held
365K
Put Options Held
32.6K
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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