Fft Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Fft Wealth Management LLC

$1.3 Billion
Q3 2024

A detailed history of Fft Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fft Wealth Management LLC holds 93,878 shares of SCHB stock, worth $2.2 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

93,878

Previous 89,810 4.53%

Holding current value

$2.2 Million

Previous $5.65 Million 10.59%

% of portfolio

0.48%

Previous 0.51%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $243,795 - $270,603	4,068 Added 4.53%	93,878 $6.24 Million
Q2 2024 Aug 01, 2024	SELL	$57.57 - $63.3 $369,253 - $406,006	-6,414 Reduced 6.67%	89,810 $5.65 Million
Q1 2024 Apr 30, 2024	SELL	$54.61 - $61.05 $83.9 Million - $93.8 Million	-1,536,589 Reduced 94.11%	96,224 $5.87 Million
Q4 2023 Feb 05, 2024	BUY	$47.61 - $55.91 $1.89 Million - $2.21 Million	39,608 Added 2.49%	1,632,813 $90.9 Million
Q3 2023 Nov 13, 2023	BUY	$49.59 - $53.57 $290,151 - $313,438	5,851 Added 0.37%	1,593,205 $79.4 Million
Q2 2023 Aug 02, 2023	BUY	$47.08 - $51.7 $248,488 - $272,872	5,278 Added 0.33%	1,587,354 $82.1 Million
Q1 2023 May 12, 2023	BUY	$44.47 - $49.23 $1.56 Million - $1.72 Million	35,029 Added 2.26%	1,582,076 $75.7 Million
Q4 2022 Feb 14, 2023	BUY	$41.94 - $47.81 $723,339 - $824,579	17,247 Added 1.13%	1,547,047 $69.3 Million
Q3 2022 Nov 09, 2022	BUY	$41.99 - $50.63 $276,336 - $333,196	6,581 Added 0.43%	1,529,800 $64.2 Million
Q2 2022 Aug 12, 2022	BUY	$42.93 - $53.98 $549,031 - $690,350	12,789 Added 0.85%	1,523,219 $67.3 Million
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $37.5 Million - $43.3 Million	762,192 Added 101.86%	1,510,430 $80.6 Million
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $498,470 - $546,424	9,610 Added 1.3%	748,238 $84.6 Million
Q3 2021 Nov 12, 2021	BUY	$51.32 - $54.83 $37.9 Million - $40.5 Million	738,628 New	738,628 $76.7 Million

Others Institutions Holding SCHB

# of Institutions

1,185

Shares Held

204M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Fft Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History