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

Fsm Wealth Advisors, LLC

  • $377 Million
  • Q3 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 22,963 shares of SCHB stock, worth $507,711. This represents 0.4% of its overall portfolio holdings.

Number of Shares
22,963
Previous 16,170 42.01%
Holding current value
$507,711
Previous $1.02 Million 50.3%
% of portfolio
0.4%
Previous 0.34%

Shares

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

Oct 30, 2024
BUY
$59.93 - $66.52 $407,104 - $451,870
6,793 Added 42.01%
22,963 $1.53 Million
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
1,159
Shares Held
168M
Call Options Held
197K
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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