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

Capital A Wealth Management, LLC

  • $95.4 Billion
  • Q1 2025

A detailed history of Capital A Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 187 shares of SCHB stock, worth $4,250. This represents 0.0% of its overall portfolio holdings.

Number of Shares
187
Previous 181 3.31%
Holding current value
$4,250
Previous $4.11 Million 2.02%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$21.23 - $23.75 $127 - $142
6 Added 3.31%
187 $4.03 Million
Q4 2024

Feb 26, 2025
BUY
$22.01 - $66.82 $3,983 - $12,094
181 New
181 $4.11 Million

Others Institutions Holding SCHB

# of Institutions
1,291
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
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 Capital A Wealth Management, LLC Portfolio

Follow Capital A Wealth Management, LLC 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 Capital A Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital A Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email