Bsw Wealth Partners Schwab Strategic Tr Us Broad M Transaction History

Bsw Wealth Partners

  • $661 Million
  • Q3 2024

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 $578,574. This represents 0.26% of its overall portfolio holdings.

Number of Shares
26,168
Previous 27,729 5.63%
Holding current value
$578,574
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

# of Institutions
1,159
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email