Caliber Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Caliber Wealth Management, LLC

$188 Million
Q1 2024

A detailed history of Caliber Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 9,573 shares of SCHB stock, worth $248,227. This represents 0.31% of its overall portfolio holdings.

Number of Shares

9,573

Previous 9,544 0.3%

Holding current value

$248,227

Previous $531,000 9.98%

% of portfolio

0.31%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$54.61 - $61.05 $1,583 - $1,770	29 Added 0.3%	9,573 $584,000
Q4 2023 Apr 22, 2024	BUY	$47.61 - $55.91 $1,904 - $2,236	40 Added 0.42%	9,544 $531,000
Q3 2023 Oct 16, 2023	BUY	$49.59 - $53.57 $1,785 - $1,928	36 Added 0.38%	9,504 $473,000
Q2 2023 Jul 27, 2023	BUY	$47.08 - $51.7 $72,267 - $79,359	1,535 Added 19.35%	9,468 $489,000
Q1 2023 Apr 10, 2023	BUY	$44.47 - $49.23 $1,334 - $1,476	30 Added 0.38%	7,933 $379,000
Q4 2022 Jan 24, 2023	SELL	$41.94 - $47.81 $2,642 - $3,012	-63 Reduced 0.79%	7,903 $0
Q2 2022 Jul 12, 2022	BUY	$42.93 - $53.98 $341,980 - $430,004	7,966 New	7,966 $352,000

Others Institutions Holding SCHB

# of Institutions

1,351

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Caliber Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History