Badgley Phelps Wealth Managers, LLC Schwab Strategic Tr Us Broad M Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 12,034 shares of SCHB stock, worth $278,948. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,034
Previous 3,345 259.76%
Holding current value
$278,948
Previous $222,000 22.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 10, 2025
BUY
$22.01 - $66.82 $191,244 - $580,598
8,689 Added 259.76%
12,034 $273,000
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $115 - $126
2 Added 0.06%
3,345 $210,000
Q1 2024

May 15, 2024
BUY
$54.61 - $61.05 $182,561 - $204,090
3,343 New
3,343 $204,000

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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