Connectus Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

A detailed history of Connectus Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Connectus Wealth, LLC holds 21,886 shares of SCHB stock, worth $1.45 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,886

Previous 20,546 6.52%

Holding current value

$1.45 Million

Previous $1.14 Million 16.89%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$54.61 - $61.05 $73,177 - $81,807	1,340 Added 6.52%	21,886 $1.34 Million
Q4 2023 Feb 14, 2024	SELL	$47.61 - $55.91 $9,045 - $10,622	-190 Reduced 0.92%	20,546 $1.14 Million
Q3 2023 Nov 13, 2023	SELL	$49.59 - $53.57 $31,688 - $34,231	-639 Reduced 2.99%	20,736 $1.03 Million
Q2 2023 Aug 14, 2023	SELL	$47.08 - $51.7 $132,294 - $145,277	-2,810 Reduced 11.62%	21,375 $1.11 Million
Q4 2022 Feb 07, 2023	BUY	$41.94 - $47.81 $94,113 - $107,285	2,244 Added 10.23%	24,185 $1.08 Million
Q3 2022 Nov 10, 2022	BUY	$41.99 - $50.63 $45,475 - $54,832	1,083 Added 5.19%	21,941 $921,000
Q2 2022 Aug 08, 2022	BUY	$42.93 - $53.98 $895,433 - $1.13 Million	20,858 New	20,858 $922,000

Others Institutions Holding SCHB

# of Institutions

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Connectus Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History