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

Consilium Wealth Advisory, LLC

  • $182 Million
  • Q2 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 11,490 shares of SCHB stock, worth $730,993. This represents 0.4% of its overall portfolio holdings.

Number of Shares
11,490
Previous 11,490 -0.0%
Holding current value
$730,993
Previous $701,000 3.0%
% of portfolio
0.4%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 18, 2022
BUY
N/A
5,745 Added 100.0%
11,490 $613,000
Q4 2021

Jan 26, 2022
BUY
N/A
5,745 New
5,745 $649,000

Others Institutions Holding SCHB

# of Institutions
1,145
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
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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