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 $2.15 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

93,878

Previous 89,810 4.53%

Holding current value

$2.15 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

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fft Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fft Wealth Management LLC with notifications on news.

Account

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