Freedom Wealth Alliance, LLC Schwab Strategic Tr Us Broad M Transaction History

Freedom Wealth Alliance, LLC

  • $60.8 Billion
  • Q3 2023

A detailed history of Freedom Wealth Alliance, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Freedom Wealth Alliance, LLC holds 270,045 shares of SCHB stock, worth $7 Million. This represents 22.15% of its overall portfolio holdings.

Number of Shares
270,045
Previous 262,035 3.06%
Holding current value
$7 Million
Previous $13.8 Billion 2.35%
% of portfolio
22.15%
Previous 19.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 30, 2023
BUY
$49.59 - $53.57 $397,215 - $429,095
8,010 Added 3.06%
270,045 $13.5 Billion
Q2 2023

Jul 17, 2023
SELL
$47.08 - $51.7 $8,756 - $9,616
-186 Reduced 0.07%
262,035 $13.8 Billion
Q1 2023

Apr 25, 2023
BUY
$44.47 - $49.23 $154,844 - $171,418
3,482 Added 1.35%
262,221 $12.5 Billion
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $10.9 Million - $12.4 Million
258,739 New
258,739 $11.6 Billion

Others Institutions Holding SCHB

# of Institutions
1,351
Shares Held
569M
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
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