A detailed history of Bcs Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bcs Wealth Management holds 39,328 shares of SCHB stock, worth $2.47 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
39,328
Previous 40,393 2.64%
Holding current value
$2.47 Million
Previous $2.25 Million 6.76%
% of portfolio
0.77%
Previous 0.83%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

SELL
$54.61 - $61.05 $58,159 - $65,018
-1,065 Reduced 2.64%
39,328 $2.4 Million
Q4 2023

Jan 11, 2024

BUY
$47.61 - $55.91 $18,758 - $22,028
394 Added 0.99%
40,393 $2.25 Million
Q3 2023

Oct 12, 2023

BUY
$49.59 - $53.57 $1.98 Million - $2.14 Million
39,999 New
39,999 $1.99 Million
Q1 2023

Apr 10, 2023

BUY
$44.47 - $49.23 $168,230 - $186,237
3,783 Added 11.27%
37,362 $1.79 Million
Q4 2022

Jan 10, 2023

SELL
$43.88 - $47.81 $19,438 - $21,179
-443 Reduced 1.3%
33,579 $1.51 Million
Q3 2022

Oct 07, 2022

BUY
N/A
310 Added 0.92%
34,022 $1.43 Million
Q2 2022

Jul 29, 2022

SELL
N/A
-2,468 Reduced 6.82%
33,712 $1.49 Million
Q1 2022

Apr 28, 2022

BUY
N/A
16,356 Added 82.51%
36,180 $1.93 Million
Q4 2021

Jan 18, 2022

BUY
N/A
849 Added 4.47%
19,824 $2.24 Million
Q3 2021

Oct 25, 2021

BUY
N/A
1,578 Added 9.07%
18,975 $1.97 Million
Q2 2021

Jul 21, 2021

BUY
N/A
1,213 Added 7.5%
17,397 $1.81 Million
Q1 2021

Apr 28, 2021

BUY
N/A
1,485 Added 10.1%
16,184 $1.57 Million
Q4 2020

Jan 21, 2021

BUY
N/A
2,700 Added 22.5%
14,699 $1.34 Million
Q3 2020

Oct 23, 2020

SELL
N/A
-716 Reduced 5.63%
11,999 $956,000
Q2 2020

Jul 21, 2020

BUY
N/A
792 Added 6.64%
12,715 $934,000
Q1 2020

Apr 10, 2020

BUY
N/A
3,739 Added 45.69%
11,923 $721,000
Q4 2019

Feb 10, 2020

BUY
N/A
8,184 New
8,184 $629,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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