Elevate Wealth Advisory, Inc Schwab Strategic Tr Us Broad M Transaction History

Elevate Wealth Advisory, Inc

  • $138 Billion
  • Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,703 shares of SCHB stock, worth $69,548. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,703
Previous 2,703 -0.0%
Holding current value
$69,548
Previous $64.4 Million 7.89%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$21.23 - $23.75 $16,495 - $18,453
-777 Reduced 22.33%
2,703 $58.2 Million
Q4 2024

Feb 11, 2025
BUY
$22.01 - $66.82 $45,626 - $138,517
2,073 Added 147.33%
3,480 $79 Million
Q4 2023

Feb 14, 2024
BUY
$47.61 - $55.91 $66,987 - $78,665
1,407 New
1,407 $78.3 Million

Others Institutions Holding SCHB

# of Institutions
1,351
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email