Baker Tilly Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q1 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 26,842 shares of SCHB stock, worth $575,492. This represents 0.23% of its overall portfolio holdings.

Number of Shares
26,842
Previous 26,808 0.13%
Holding current value
$575,492
Previous $608,000 5.43%
% of portfolio
0.23%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$21.23 - $23.75 $721 - $807
34 Added 0.13%
26,842 $575,000
Q4 2024

Jan 10, 2025
BUY
$22.01 - $66.82 $391,866 - $1.19 Million
17,804 Added 197.73%
26,808 $608,000
Q3 2024

Oct 24, 2024
BUY
$59.93 - $66.52 $1,258 - $1,396
21 Added 0.23%
9,004 $598,000
Q4 2023

Jan 10, 2024
SELL
$47.61 - $55.91 $270,234 - $317,345
-5,676 Reduced 38.72%
8,983 $500,000
Q3 2023

Oct 10, 2023
SELL
$49.59 - $53.57 $188,144 - $203,244
-3,794 Reduced 20.56%
14,659 $730,000
Q2 2023

Jul 20, 2023
SELL
$47.08 - $51.7 $201,549 - $221,327
-4,281 Reduced 18.83%
18,453 $954,000
Q1 2023

Apr 12, 2023
SELL
$44.47 - $49.23 $952,636 - $1.05 Million
-21,422 Reduced 48.51%
22,734 $1.09 Million
Q4 2022

Jan 26, 2023
BUY
$41.94 - $47.81 $168,347 - $191,909
4,014 Added 10.0%
44,156 $0
Q3 2022

Oct 20, 2022
SELL
$41.99 - $50.63 $66,302 - $79,944
-1,579 Reduced 3.78%
40,142 $1.69 Million
Q2 2022

Jul 28, 2022
BUY
$42.93 - $53.98 $1.79 Million - $2.25 Million
41,721 New
41,721 $1.84 Million

Others Institutions Holding SCHB

# of Institutions
1,272
Shares Held
485M
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
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, 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 Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email