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

Bip Wealth, LLC

$1.53 Trillion
Q1 2025

A detailed history of Bip Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bip Wealth, LLC holds 13,659 shares of SCHB stock, worth $310,332. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,659

Previous 12,797 6.74%

Holding current value

$310,332

Previous $290 Million 1.23%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$21.23 - $23.75 $18,300 - $20,472	862 Added 6.74%	13,659 $294 Million
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $187,789 - $570,108	8,532 Added 200.05%	12,797 $290 Million
Q3 2024 Nov 07, 2024	BUY	$59.93 - $66.52 $1,198 - $1,330	20 Added 0.47%	4,265 $284 Million
Q2 2024 Aug 08, 2024	SELL	$57.57 - $63.3 $4,951 - $5,443	-86 Reduced 1.99%	4,245 $267 Million
Q1 2024 May 08, 2024	BUY	$54.61 - $61.05 $5,351 - $5,982	98 Added 2.32%	4,331 $264 Million
Q4 2023 Feb 02, 2024	BUY	$47.61 - $55.91 $3,142 - $3,690	66 Added 1.58%	4,233 $236 Million
Q3 2023 Nov 09, 2023	BUY	$49.59 - $53.57 $206,641 - $223,226	4,167 New	4,167 $208 Million

Others Institutions Holding SCHB

# of Institutions

1,294

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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