Arkadios Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Arkadios Wealth Advisors

  • $1.71 Billion
  • Q4 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 9,213 shares of SCHB stock, worth $215,307. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,213
Previous 4,745 94.16%
Holding current value
$215,307
Previous $315,000 33.65%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 15, 2025
BUY
$22.01 - $66.82 $98,340 - $298,551
4,468 Added 94.16%
9,213 $209,000
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
1,196
Shares Held
256M
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
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