Firethorn Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Firethorn Wealth Partners, LLC

  • $169 Million
  • Q2 2024

A detailed history of Firethorn Wealth Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 17,820 shares of SCHB stock, worth $1.13 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
17,820
Previous 17,900 0.45%
Holding current value
$1.13 Million
Previous $1.09 Million 2.56%
% of portfolio
0.66%
Previous 0.67%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$57.57 - $63.3 $4,605 - $5,064
-80 Reduced 0.45%
17,820 $1.12 Million
Q1 2024

Apr 16, 2024
BUY
$54.61 - $61.05 $2,020 - $2,258
37 Added 0.21%
17,900 $1.09 Million
Q4 2023

Jan 25, 2024
BUY
$47.61 - $55.91 $45,372 - $53,282
953 Added 5.64%
17,863 $994,000
Q3 2023

Oct 17, 2023
BUY
$49.59 - $53.57 $1,785 - $1,928
36 Added 0.21%
16,910 $842,000
Q2 2023

Aug 01, 2023
BUY
$47.08 - $51.7 $1,600 - $1,757
34 Added 0.2%
16,874 $872,000
Q1 2023

May 02, 2023
BUY
$44.47 - $49.23 $1,556 - $1,723
35 Added 0.21%
16,840 $805,000
Q4 2022

Feb 07, 2023
SELL
$43.88 - $47.81 $11,364 - $12,382
-259 Reduced 1.52%
16,805 $753,000
Q3 2022

Oct 18, 2022
SELL
N/A
-372 Reduced 2.13%
17,064 $716,000
Q2 2022

Aug 03, 2022
SELL
N/A
-38 Reduced 0.22%
17,436 $841,000
Q1 2022

May 03, 2022
BUY
N/A
7,031 Added 67.33%
17,474 $933,000
Q4 2021

Feb 08, 2022
BUY
N/A
87 Added 0.84%
10,443 $1.18 Million
Q2 2021

Jul 20, 2021
SELL
N/A
-718 Reduced 6.48%
10,356 $1.08 Million
Q1 2021

May 18, 2021
SELL
N/A
-3,391 Reduced 23.44%
11,074 $1.07 Million
Q4 2020

Mar 09, 2021
BUY
N/A
14,465 New
14,465 $1.32 Million

Others Institutions Holding SCHB

# of Institutions
1,126
Shares Held
162M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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