Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Fsm Wealth Advisors, LLC

  • $298 Million
  • Q2 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 16,170 shares of SCHB stock, worth $1.07 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
16,170
Previous 16,170 -0.0%
Holding current value
$1.07 Million
Previous $987,000 2.94%
% of portfolio
0.34%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $86,829 - $97,069
1,590 Added 10.91%
16,170 $987,000
Q1 2023

Apr 24, 2023
BUY
$44.47 - $49.23 $133,410 - $147,690
3,000 Added 25.91%
14,580 $697,000
Q3 2022

Oct 24, 2022
BUY
$41.99 - $50.63 $486,244 - $586,295
11,580 New
11,580 $486,000

Others Institutions Holding SCHB

# of Institutions
1,146
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
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