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 $609,034. This represents 0.31% of its overall portfolio holdings.

Number of Shares
9,573
Previous 9,544 0.3%
Holding current value
$609,034
Previous $531,000 9.98%
% of portfolio
0.31%
Previous 0.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$43.88 - $47.81 $2,764 - $3,012
-63 Reduced 0.79%
7,903 $0
Q2 2022

Jul 12, 2022
BUY
N/A
7,966 New
7,966 $352,000

Others Institutions Holding SCHB

# of Institutions
1,145
Shares Held
165M
Call Options Held
188K
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
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