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

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 4,768 shares of SCHB stock, worth $109,187. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,768
Previous 4,768 -0.0%
Holding current value
$109,187
Previous $299,000 6.02%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $18,019 - $19,812
313 Added 7.03%
4,768 $299,000
Q1 2024

May 01, 2024
SELL
$54.61 - $61.05 $10,758 - $12,026
-197 Reduced 4.23%
4,455 $271,000
Q4 2023

Feb 06, 2024
SELL
$47.61 - $55.91 $3,665 - $4,305
-77 Reduced 1.63%
4,652 $258,000
Q3 2023

Oct 19, 2023
SELL
$49.59 - $53.57 $11,207 - $12,106
-226 Reduced 4.56%
4,729 $235,000
Q2 2023

Jul 25, 2023
BUY
$47.08 - $51.7 $47 - $51
1 Added 0.02%
4,955 $256,000
Q1 2023

Apr 18, 2023
BUY
$44.47 - $49.23 $220,304 - $243,885
4,954 New
4,954 $237,000

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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