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

Benchmark Wealth Management, LLC

  • $202 Million
  • Q3 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 61,142 shares of SCHB stock, worth $1.42 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
61,142
Previous 57,829 5.73%
Holding current value
$1.42 Million
Previous $3.64 Million 11.88%
% of portfolio
2.01%
Previous 1.94%

Shares

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

Oct 18, 2024
BUY
$59.93 - $66.52 $198,548 - $220,380
3,313 Added 5.73%
61,142 $4.07 Million
Q2 2024

Jul 08, 2024
BUY
$57.57 - $63.3 $7,944 - $8,735
138 Added 0.24%
57,829 $3.64 Million
Q1 2024

Apr 08, 2024
BUY
$54.61 - $61.05 $275,125 - $307,569
5,038 Added 9.57%
57,691 $3.52 Million
Q4 2023

Jan 19, 2024
BUY
$47.61 - $55.91 $291,087 - $341,833
6,114 Added 13.14%
52,653 $2.93 Million
Q3 2023

Oct 16, 2023
BUY
$49.59 - $53.57 $19,984 - $21,588
403 Added 0.87%
46,539 $2.32 Million
Q1 2023

Apr 17, 2023
BUY
$44.47 - $49.23 $44 - $49
1 Added 0.0%
46,136 $2.21 Million
Q4 2022

Feb 07, 2023
BUY
$41.94 - $47.81 $421,287 - $480,251
10,045 Added 27.83%
46,135 $2.07 Million
Q1 2022

Apr 14, 2022
BUY
$49.15 - $56.85 $905,687 - $1.05 Million
18,427 Added 104.33%
36,090 $1.93 Million
Q4 2021

Jan 21, 2022
BUY
$51.87 - $56.86 $23,393 - $25,643
451 Added 2.62%
17,663 $2 Million
Q4 2019

Jan 28, 2020
BUY
$34.47 - $38.58 $593,297 - $664,038
17,212 New
17,212 $1.32 Million

Others Institutions Holding SCHB

# of Institutions
1,182
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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