Dakota Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Dakota Wealth Management

$4.24 Billion
Q4 2024

A detailed history of Dakota Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Dakota Wealth Management holds 22,050 shares of SCHB stock, worth $520,380. This represents 0.01% of its overall portfolio holdings.

Number of Shares

22,050

Previous 7,886 179.61%

Holding current value

$520,380

Previous $524,000 4.58%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$22.01 - $66.82 $311,749 - $946,438	14,164 Added 179.61%	22,050 $500,000
Q3 2024 Oct 23, 2024	SELL	$59.93 - $66.52 $200,405 - $222,442	-3,344 Reduced 29.78%	7,886 $524,000
Q2 2024 Jul 19, 2024	SELL	$57.57 - $63.3 $203,970 - $224,271	-3,543 Reduced 23.98%	11,230 $706,000
Q1 2024 Apr 24, 2024	BUY	$54.61 - $61.05 $485,592 - $542,856	8,892 Added 151.2%	14,773 $901,000
Q4 2023 Jan 30, 2024	BUY	$47.61 - $55.91 $4,999 - $5,870	105 Added 1.82%	5,881 $327,000
Q3 2023 Oct 23, 2023	BUY	$49.59 - $53.57 $286,431 - $309,420	5,776 New	5,776 $287,000

Others Institutions Holding SCHB

# of Institutions

1,190

Shares Held

231M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Dakota Wealth Management Schwab Strategic Tr Us Broad M Transaction History