Consilium Wealth Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History

Consilium Wealth Advisory, LLC

  • $207 Million
  • Q4 2024

A detailed history of Consilium Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 34,470 shares of SCHB stock, worth $803,840. This represents 0.38% of its overall portfolio holdings.

Number of Shares
34,470
Previous 11,490 200.0%
Holding current value
$803,840
Previous $764,000 2.36%
% of portfolio
0.38%
Previous 0.42%

Shares

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

Feb 05, 2025
BUY
$22.01 - $66.82 $505,789 - $1.54 Million
22,980 Added 200.0%
34,470 $782,000
Q1 2022

Apr 18, 2022
BUY
$49.15 - $56.85 $282,366 - $326,603
5,745 Added 100.0%
11,490 $613,000
Q4 2021

Jan 26, 2022
BUY
$51.87 - $56.86 $297,993 - $326,660
5,745 New
5,745 $649,000

Others Institutions Holding SCHB

# of Institutions
1,224
Shares Held
325M
Call Options Held
191K
Put Options Held
20.7K
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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