A detailed history of Bsw Wealth Partners transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bsw Wealth Partners holds 26,168 shares of SCHB stock, worth $600,817. This represents 0.26% of its overall portfolio holdings.

Number of Shares
26,168
Previous 27,729 5.63%
Holding current value
$600,817
Previous $1.74 Million 0.17%
% of portfolio
0.26%
Previous 0.29%

Shares

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

Oct 29, 2024

SELL
$59.93 - $66.52 $93,550 - $103,837
-1,561 Reduced 5.63%
26,168 $1.74 Million
Q2 2024

Jul 16, 2024

SELL
$57.57 - $63.3 $136,843 - $150,464
-2,377 Reduced 7.9%
27,729 $1.74 Million
Q1 2024

Apr 23, 2024

SELL
$54.61 - $61.05 $77,382 - $86,507
-1,417 Reduced 4.5%
30,106 $1.84 Million
Q4 2023

Jan 25, 2024

SELL
$47.61 - $55.91 $6,379 - $7,491
-134 Reduced 0.42%
31,523 $1.75 Million
Q3 2023

Oct 27, 2023

BUY
$49.59 - $53.57 $2,082 - $2,249
42 Added 0.13%
31,657 $1.58 Million
Q2 2023

Aug 11, 2023

BUY
$47.08 - $51.7 $13,794 - $15,148
293 Added 0.94%
31,615 $1.63 Million
Q1 2023

May 15, 2023

BUY
$44.47 - $49.23 $45,003 - $49,820
1,012 Added 3.34%
31,322 $1.5 Million
Q4 2022

Feb 13, 2023

BUY
$41.94 - $47.81 $44,078 - $50,248
1,051 Added 3.59%
30,310 $1.36 Million
Q3 2022

Nov 14, 2022

SELL
$41.99 - $50.63 $47,364 - $57,110
-1,128 Reduced 3.71%
29,259 $1.23 Million
Q2 2022

Aug 15, 2022

BUY
$42.93 - $53.98 $62,334 - $78,378
1,452 Added 5.02%
30,387 $1.34 Million
Q1 2022

May 16, 2022

BUY
$49.15 - $56.85 $715,574 - $827,679
14,559 Added 101.27%
28,935 $1.55 Million
Q4 2021

Feb 14, 2022

SELL
$51.87 - $56.86 $18,725 - $20,526
-361 Reduced 2.45%
14,376 $1.63 Million
Q3 2021

Nov 15, 2021

SELL
$51.32 - $54.83 $5,132 - $5,483
-100 Reduced 0.67%
14,737 $1.53 Million
Q2 2021

Aug 16, 2021

SELL
$48.92 - $52.14 $70,444 - $75,081
-1,440 Reduced 8.85%
14,837 $1.55 Million
Q1 2021

May 17, 2021

BUY
$44.89 - $48.81 $12,120 - $13,178
270 Added 1.69%
16,277 $1.57 Million
Q4 2020

Feb 16, 2021

SELL
$39.03 - $45.5 $5,073 - $5,915
-130 Reduced 0.81%
16,007 $1.46 Million
Q3 2020

Nov 13, 2020

SELL
$36.93 - $42.52 $12,482 - $14,371
-338 Reduced 2.05%
16,137 $1.29 Million
Q2 2020

Aug 13, 2020

BUY
$28.84 - $38.49 $43,202 - $57,658
1,498 Added 10.0%
16,475 $1.21 Million
Q1 2020

May 14, 2020

SELL
$26.18 - $40.44 $29,714 - $45,899
-1,135 Reduced 7.04%
14,977 $905,000
Q4 2019

Feb 18, 2020

SELL
$34.47 - $38.58 $17,200 - $19,251
-499 Reduced 3.0%
16,112 $1.24 Million
Q3 2019

Nov 12, 2019

SELL
$35.32 - $36.13 $14,940 - $15,282
-423 Reduced 2.48%
16,611 $1.18 Million
Q2 2019

Aug 13, 2019

BUY
N/A
665 Added 4.06%
17,034 $1.2 Million
Q1 2019

May 14, 2019

SELL
N/A
-719 Reduced 4.21%
16,369 $1.11 Million
Q4 2018

Feb 13, 2019

BUY
N/A
297 Added 1.77%
17,088 $1.02 Million
Q3 2018

Nov 09, 2018

SELL
N/A
-336 Reduced 1.96%
16,791 $1.18 Million
Q2 2018

Aug 07, 2018

SELL
N/A
-687 Reduced 3.86%
17,127 $1.13 Million
Q1 2018

May 10, 2018

SELL
N/A
-1,685 Reduced 8.64%
17,814 $1.14 Million
Q4 2017

Feb 08, 2018

BUY
N/A
423 Added 2.22%
19,499 $1.26 Million
Q3 2017

Nov 03, 2017

BUY
N/A
19,076
19,076 $1.16 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Bsw Wealth Partners Portfolio

Follow Bsw Wealth Partners 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 Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.