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 $17.9 Million. This represents 22.15% of its overall portfolio holdings.

Number of Shares
270,045
Previous 262,035 3.06%
Holding current value
$17.9 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
1,147
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
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 Freedom Wealth Alliance, LLC Portfolio

Follow Freedom Wealth Alliance, 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 Freedom Wealth Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Freedom Wealth Alliance, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email