Arkadios Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Arkadios Wealth Advisors holds 4,745 shares of SCHB stock, worth $108,660. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,745
Previous 4,782 0.77%
Holding current value
$108,660
Previous $300,000 5.0%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$59.93 - $66.52 $2,217 - $2,461
-37 Reduced 0.77%
4,745 $315,000
Q2 2024

Jul 29, 2024
BUY
$57.57 - $63.3 $275,299 - $302,700
4,782 New
4,782 $300,000
Q4 2023

Jan 24, 2024
BUY
$47.61 - $55.91 $175,300 - $205,860
3,682 New
3,682 $204,000
Q2 2023

Jul 26, 2023
BUY
$47.08 - $51.7 $184,365 - $202,457
3,916 New
3,916 $202,000
Q4 2022

Jan 11, 2023
BUY
$41.94 - $47.81 $209,951 - $239,336
5,006 New
5,006 $0
Q2 2022

Jul 14, 2022
SELL
$42.93 - $53.98 $245,387 - $308,549
-5,716 Reduced 54.65%
4,743 $210,000
Q1 2022

May 02, 2022
BUY
$49.15 - $56.85 $209,673 - $242,522
4,266 Added 68.88%
10,459 $558,000
Q4 2021

Feb 03, 2022
SELL
$51.87 - $56.86 $80,450 - $88,189
-1,551 Reduced 20.03%
6,193 $700,000
Q3 2021

Oct 19, 2021
SELL
$51.32 - $54.83 $53,372 - $57,023
-1,040 Reduced 11.84%
7,744 $804,000
Q2 2021

Jul 28, 2021
BUY
$48.92 - $52.14 $299,683 - $319,409
6,126 Added 230.47%
8,784 $915,000
Q1 2021

Apr 26, 2021
SELL
$44.89 - $48.81 $8,798 - $9,566
-196 Reduced 6.87%
2,658 $257,000
Q4 2020

Feb 09, 2021
SELL
$39.03 - $45.5 $110,376 - $128,674
-2,828 Reduced 49.77%
2,854 $259,000
Q3 2020

Nov 10, 2020
SELL
$36.93 - $42.52 $32,830 - $37,800
-889 Reduced 13.53%
5,682 $472 Million
Q2 2020

Aug 10, 2020
BUY
$28.84 - $38.49 $90,788 - $121,166
3,148 Added 91.97%
6,571 $497 Million
Q1 2020

May 14, 2020
SELL
$26.18 - $40.44 $14,817 - $22,889
-566 Reduced 14.19%
3,423 $207 Million
Q4 2019

Feb 14, 2020
BUY
$34.47 - $38.58 $137,500 - $153,895
3,989 New
3,989 $0

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
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 Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors 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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email