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

Aquire Wealth Advisors, LLC

  • $297 Million
  • Q2 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 8,981 shares of SCHB stock, worth $594,811. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,981
Previous 8,981 -0.0%
Holding current value
$594,811
Previous $548,000 2.92%
% of portfolio
0.19%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Aquire Wealth Advisors, LLC Portfolio

Follow Aquire Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aquire Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aquire Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email