Avion Wealth Schwab Strategic Tr Us Broad M Transaction History

Avion Wealth

  • $382 Million
  • Q3 2024

A detailed history of Avion Wealth transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Avion Wealth holds 167 shares of SCHB stock, worth $3,932. This represents 0.0% of its overall portfolio holdings.

Number of Shares
167
Previous 166 0.6%
Holding current value
$3,932
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024
BUY
$59.93 - $66.52 $59 - $66
1 Added 0.6%
167 $11,000
Q4 2023

Jan 26, 2024
BUY
$47.61 - $55.91 $47 - $55
1 Added 0.61%
166 $9,000
Q2 2023

Jul 14, 2023
SELL
$47.08 - $51.7 $659 - $723
-14 Reduced 7.82%
165 $8,000
Q3 2022

Oct 31, 2022
BUY
$41.99 - $50.63 $6,844 - $8,252
163 Added 1018.75%
179 $7,000
Q1 2022

May 04, 2022
BUY
$49.15 - $56.85 $393 - $454
8 Added 100.0%
16 $1,000
Q2 2021

Jul 27, 2021
BUY
$48.92 - $52.14 $391 - $417
8 New
8 $1,000

Others Institutions Holding SCHB

# of Institutions
1,180
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
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