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

Fft Wealth Management LLC

$1.16 Billion
Q1 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 96,224 shares of SCHB stock, worth $5.89 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

96,224

Previous 1,632,813 94.11%

Holding current value

$5.89 Million

Previous $90.9 Million 93.54%

% of portfolio

0.51%

Previous 7.87%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$43.88 - $47.81 $756,798 - $824,579	17,247 Added 1.13%	1,547,047 $69.3 Million
Q3 2022 Nov 09, 2022	BUY	N/A	6,581 Added 0.43%	1,529,800 $64.2 Million
Q2 2022 Aug 12, 2022	BUY	N/A	12,789 Added 0.85%	1,523,219 $67.3 Million
Q1 2022 May 16, 2022	BUY	N/A	762,192 Added 101.86%	1,510,430 $80.6 Million
Q4 2021 Feb 14, 2022	BUY	N/A	9,610 Added 1.3%	748,238 $84.6 Million
Q3 2021 Nov 12, 2021	BUY	N/A	738,628 New	738,628 $76.7 Million

Others Institutions Holding SCHB

# of Institutions

1,118

Shares Held

158M

Call Options Held

230K

Put Options Held

29.7K

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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