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 $528,837. This represents 0.4% of its overall portfolio holdings.

Number of Shares
22,963
Previous 16,170 42.01%
Holding current value
$528,837
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
1,183
Shares Held
167M
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
Track This Portfolio

Track Fsm Wealth Advisors, LLC Portfolio

Follow Fsm Wealth Advisors, 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 Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email