Burt Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Burt Wealth Advisors

  • $402 Million
  • Q1 2025

A detailed history of Burt Wealth Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Burt Wealth Advisors holds 11,448 shares of SCHB stock, worth $231,822. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,448
Previous 11,448 -0.0%
Holding current value
$231,822
Previous $259,000 5.02%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Feb 06, 2025
BUY
$22.01 - $66.82 $156,997 - $476,627
7,133 Added 165.31%
11,448 $259,000
Q3 2024

Oct 31, 2024
SELL
$59.93 - $66.52 $90,973 - $100,977
-1,518 Reduced 26.02%
4,315 $287,000
Q2 2024

Jul 16, 2024
SELL
$57.57 - $63.3 $14,219 - $15,635
-247 Reduced 4.06%
5,833 $366,000
Q1 2024

Apr 18, 2024
BUY
$54.61 - $61.05 $16,164 - $18,070
296 Added 5.12%
6,080 $371,000
Q3 2023

Oct 11, 2023
BUY
$49.59 - $53.57 $198 - $214
4 Added 0.07%
5,784 $288,000
Q1 2023

Apr 13, 2023
BUY
$44.47 - $49.23 $7,559 - $8,369
170 Added 3.03%
5,780 $276,000
Q1 2022

Apr 19, 2022
BUY
$49.15 - $56.85 $137,865 - $159,464
2,805 Added 100.0%
5,610 $300,000
Q4 2021

Jan 13, 2022
BUY
$51.87 - $56.86 $1,089 - $1,194
21 Added 0.75%
2,805 $317,000
Q3 2018

Oct 30, 2018
BUY
N/A
210 Added 8.16%
2,784 $196,000
Q3 2017

Nov 09, 2017
SELL
N/A
-192 Reduced 6.94%
2,574 $157,000
Q2 2017

Aug 07, 2017
BUY
N/A
2,766
2,766 $161,000

Others Institutions Holding SCHB

# of Institutions
1,269
Shares Held
484M
Call Options Held
365K
Put Options Held
32.6K
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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