Dakota Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Dakota Wealth Management

  • $4.35 Billion
  • Q3 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 7,886 shares of SCHB stock, worth $174,359. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,886
Previous 11,230 29.78%
Holding current value
$174,359
Previous $706,000 25.78%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,159
Shares Held
168M
Call Options Held
197K
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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