Better Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Better Wealth, LLC

  • $355 Million
  • Q2 2025

A detailed history of Better Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Better Wealth, LLC holds 19,695 shares of SCHB stock, worth $510,691. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,695
Previous 19,695 -0.0%
Holding current value
$510,691
Previous $424,000 10.61%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jan 22, 2025
BUY
$22.01 - $66.82 $288,991 - $877,346
13,130 Added 200.0%
19,695 $447,000
Q2 2024

Jul 19, 2024
SELL
$57.57 - $63.3 $34,311 - $37,726
-596 Reduced 8.32%
6,565 $412,000
Q3 2023

Oct 23, 2023
BUY
$49.59 - $53.57 $355,113 - $383,614
7,161 New
7,161 $356,000

Others Institutions Holding SCHB

# of Institutions
1,350
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
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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