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 $242,474. This represents 0.23% of its overall portfolio holdings.

Number of Shares
10,438
Previous 9,590 8.84%
Holding current value
$242,474
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
1,180
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
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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