First Purpose Wealth LLC Schwab Strategic Tr Us Broad M Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, First Purpose Wealth LLC holds 10,438 shares of SCHB stock, worth $268,569. This represents 0.23% of its overall portfolio holdings.

Number of Shares
10,438
Previous 9,590 8.84%
Holding current value
$268,569
Previous $533,000 19.51%
% of portfolio
0.23%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$54.61 - $61.05 $46,309 - $51,770
848 Added 8.84%
10,438 $637,000
Q4 2023

Apr 22, 2024
BUY
$47.61 - $55.91 $50,895 - $59,767
1,069 Added 12.55%
9,590 $533,000
Q3 2023

Oct 30, 2023
SELL
$49.59 - $53.57 $138,108 - $149,192
-2,785 Reduced 24.63%
8,521 $424,000
Q2 2023

Jul 21, 2023
BUY
$47.08 - $51.7 $2,918 - $3,205
62 Added 0.55%
11,306 $584,000
Q1 2023

May 03, 2023
BUY
$44.47 - $49.23 $44,336 - $49,082
997 Added 9.73%
11,244 $538,000
Q4 2022

Jan 26, 2023
SELL
$41.94 - $47.81 $47,182 - $53,786
-1,125 Reduced 9.89%
10,247 $0
Q3 2022

Oct 24, 2022
BUY
$41.99 - $50.63 $79,990 - $96,450
1,905 Added 20.12%
11,372 $478,000
Q2 2022

Jul 25, 2022
SELL
$42.93 - $53.98 $204,776 - $257,484
-4,770 Reduced 33.5%
9,467 $418,000
Q1 2022

Apr 18, 2022
BUY
$49.15 - $56.85 $404,209 - $467,534
8,224 Added 136.77%
14,237 $760,000
Q4 2021

Feb 24, 2022
BUY
$51.87 - $56.86 $311,894 - $341,899
6,013 New
6,013 $680,000

Others Institutions Holding SCHB

# of Institutions
1,350
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 First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC 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 First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email