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

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024

A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fonville Wealth Management LLC holds 21,602 shares of SCHB stock, worth $511,319. This represents 0.5% of its overall portfolio holdings.

Number of Shares
21,602
Previous 22,452 3.79%
Holding current value
$511,319
Previous $1.42 Billion 1.5%
% of portfolio
0.5%
Previous 0.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$59.93 - $66.52 $50,940 - $56,542
-850 Reduced 3.79%
21,602 $1.44 Billion
Q2 2024

Jul 30, 2024
SELL
$57.57 - $63.3 $20,437 - $22,471
-355 Reduced 1.56%
22,452 $1.42 Billion
Q1 2024

Apr 26, 2024
SELL
$54.61 - $61.05 $5,734 - $6,410
-105 Reduced 0.46%
22,807 $1.39 Billion
Q4 2023

Jan 31, 2024
BUY
$47.61 - $55.91 $1.09 Million - $1.28 Million
22,912 New
22,912 $1.28 Billion

Others Institutions Holding SCHB

# of Institutions
1,187
Shares Held
221M
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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