Congress Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Congress Wealth Management LLC holds 24,037 shares of SCHB stock, worth $568,475. This represents 0.01% of its overall portfolio holdings.

Number of Shares
24,037
Previous 12,662 89.84%
Holding current value
$568,475
Previous $842,000 35.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 11, 2025
BUY
$22.01 - $66.82 $250,363 - $760,077
11,375 Added 89.84%
24,037 $545,000
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $7,491 - $8,315
125 Added 1.0%
12,662 $842,000
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $721,755 - $793,592
12,537 New
12,537 $788,000
Q2 2022

Aug 11, 2022
SELL
$42.93 - $53.98 $283,595 - $356,591
-6,606 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $43,645 - $50,482
888 Added 15.53%
6,606 $353,000
Q4 2021

Feb 04, 2022
BUY
$51.87 - $56.86 $296,592 - $325,125
5,718 New
5,718 $646,000

Others Institutions Holding SCHB

# of Institutions
1,255
Shares Held
431M
Call Options Held
298K
Put Options Held
31.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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More about SCHB
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