Burt Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

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 4,315 shares of SCHB stock, worth $100,798. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,315

Previous 5,833 26.02%

Holding current value

$100,798

Previous $366,000 21.58%

% of portfolio

0.07%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,180

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Account

Burt Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History