Frg Family Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Frg Family Wealth Advisors LLC

  • $545 Million
  • Q3 2024

A detailed history of Frg Family Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 4,186 shares of SCHB stock, worth $97,826. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,186
Previous 4,185 0.02%
Holding current value
$97,826
Previous $263,000 5.7%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 15, 2024
BUY
$59.93 - $66.52 $59 - $66
1 Added 0.02%
4,186 $278,000
Q2 2024

Aug 07, 2024
BUY
$57.57 - $63.3 $57 - $63
1 Added 0.02%
4,185 $263,000
Q4 2023

Jan 09, 2024
BUY
$47.61 - $55.91 $47 - $55
1 Added 0.02%
4,184 $232,000
Q3 2023

Oct 11, 2023
BUY
$49.59 - $53.57 $49 - $53
1 Added 0.02%
4,183 $208,000
Q2 2023

Jul 13, 2023
BUY
$47.08 - $51.7 $47 - $51
1 Added 0.02%
4,182 $216,000
Q1 2023

Apr 18, 2023
BUY
$44.47 - $49.23 $185,929 - $205,830
4,181 New
4,181 $200,000
Q2 2022

Jul 11, 2022
SELL
$42.93 - $53.98 $179,318 - $225,474
-4,177 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$49.15 - $56.85 $102,625 - $118,702
2,088 Added 99.95%
4,177 $223,000
Q4 2021

Feb 09, 2022
BUY
$51.87 - $56.86 $51 - $56
1 Added 0.05%
2,089 $236,000
Q1 2021

Mar 02, 2022
BUY
$44.89 - $48.81 $93,730 - $101,915
2,088 New
2,088 $202,000
Q3 2018

Mar 02, 2022
SELL
N/A
-3,840 Closed
0 $0
Q1 2017

Mar 02, 2022
BUY
N/A
3,840
3,840 $219,000

Others Institutions Holding SCHB

# of Institutions
1,196
Shares Held
256M
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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