A detailed history of Domani Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Domani Wealth, LLC holds 347,222 shares of SCHB stock, worth $7.95 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares
347,222
Previous 348,039 0.23%
Holding current value
$7.95 Million
Previous $15.6 Million 6.53%
% of portfolio
3.86%
Previous 3.9%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 18, 2023

SELL
$44.47 - $49.23 $36,331 - $40,220
-817 Reduced 0.23%
347,222 $16.6 Million
Q4 2022

Jan 20, 2023

BUY
$41.94 - $47.81 $467,253 - $532,651
11,141 Added 3.31%
348,039 $0
Q3 2022

Oct 18, 2022

SELL
$41.99 - $50.63 $349,146 - $420,988
-8,315 Reduced 2.41%
336,898 $14.1 Million
Q2 2022

Jul 13, 2022

SELL
$42.93 - $53.98 $736,807 - $926,458
-17,163 Reduced 4.74%
345,213 $15.3 Million
Q1 2022

Apr 15, 2022

BUY
$49.15 - $56.85 $8.93 Million - $10.3 Million
181,611 Added 100.47%
362,376 $19.3 Million
Q4 2021

Jan 18, 2022

SELL
$51.87 - $56.86 $319,622 - $350,371
-6,162 Reduced 3.3%
180,765 $20.4 Million
Q3 2021

Oct 20, 2021

SELL
$51.32 - $54.83 $433,192 - $462,820
-8,441 Reduced 4.32%
186,927 $19.4 Million
Q2 2021

Jul 22, 2021

SELL
$48.92 - $52.14 $599,514 - $638,975
-12,255 Reduced 5.9%
195,368 $20.4 Million
Q1 2021

Apr 12, 2021

SELL
$44.89 - $48.81 $883,031 - $960,141
-19,671 Reduced 8.65%
207,623 $20.1 Million
Q4 2020

Jan 21, 2021

SELL
$39.03 - $45.5 $411,142 - $479,297
-10,534 Reduced 4.43%
227,294 $20.7 Million
Q3 2020

Oct 13, 2020

SELL
$36.93 - $42.52 $274,537 - $316,093
-7,434 Reduced 3.03%
237,828 $18.9 Million
Q2 2020

Jul 24, 2020

SELL
$28.84 - $38.49 $16,006 - $21,361
-555 Reduced 0.23%
245,262 $18 Million
Q1 2020

Apr 10, 2020

BUY
$26.18 - $40.44 $1.22 Million - $1.88 Million
46,544 Added 23.36%
245,817 $14.9 Million
Q4 2019

Jan 27, 2020

BUY
$34.47 - $38.58 $12,857 - $14,390
373 Added 0.19%
199,273 $15.3 Million
Q3 2019

Oct 11, 2019

SELL
$35.32 - $36.13 $67,955 - $69,514
-1,924 Reduced 0.96%
198,900 $14.1 Million
Q2 2019

Jul 17, 2019

BUY
N/A
5,799 Added 2.97%
200,824 $14.2 Million
Q1 2019

Apr 24, 2019

SELL
N/A
-22,250 Reduced 10.24%
195,025 $13.3 Million
Q4 2018

Jan 25, 2019

SELL
N/A
-71,468 Reduced 24.75%
217,275 $13 Million
Q3 2018

Nov 09, 2018

BUY
N/A
173,916 Added 151.46%
288,743 $20.3 Million
Q2 2018

Aug 03, 2018

BUY
N/A
3,576 Added 3.21%
114,827 $7.58 Million
Q1 2018

Apr 17, 2018

BUY
N/A
15,574 Added 16.28%
111,251 $7.1 Million
Q4 2017

Feb 12, 2018

BUY
N/A
2,794 Added 3.01%
95,677 $6.17 Million
Q3 2017

Nov 02, 2017

BUY
N/A
4,487 Added 5.08%
92,883 $5.66 Million
Q2 2017

Aug 11, 2017

BUY
N/A
88,396
88,396 $5.17 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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