Gerber Kawasaki Wealth & Investment Management Schwab Strategic Tr Us Broad M Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 10,678 shares of SCHB stock, worth $251,466. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,678

Previous 10,218 4.5%

Holding current value

$251,466

Previous $642,000 10.59%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$59.93 - $66.52 $27,567 - $30,599	460 Added 4.5%	10,678 $710,000
Q2 2024 Aug 13, 2024	BUY	$57.57 - $63.3 $7,656 - $8,418	133 Added 1.32%	10,218 $642,000
Q1 2024 May 13, 2024	BUY	$54.61 - $61.05 $46,309 - $51,770	848 Added 9.18%	10,085 $615,000
Q4 2023 Feb 12, 2024	BUY	$47.61 - $55.91 $2,570 - $3,019	54 Added 0.59%	9,237 $514,000
Q3 2023 Nov 14, 2023	BUY	$49.59 - $53.57 $63,574 - $68,676	1,282 Added 16.23%	9,183 $457,000
Q2 2023 Aug 10, 2023	BUY	$47.08 - $51.7 $371,979 - $408,481	7,901 New	7,901 $408,000
Q4 2022 Feb 08, 2023	SELL	$41.94 - $47.81 $523,830 - $597,146	-12,490 Reduced 63.78%	7,094 $317,000
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $200,628 - $241,910	4,778 Added 32.27%	19,584 $822,000
Q2 2022 Aug 04, 2022	BUY	$42.93 - $53.98 $162,618 - $204,476	3,788 Added 34.38%	14,806 $654,000
Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $297,062 - $343,601	6,044 Added 121.51%	11,018 $588,000
Q4 2021 Feb 11, 2022	BUY	$51.87 - $56.86 $10,685 - $11,713	206 Added 4.32%	4,974 $562,000
Q3 2021 Nov 15, 2021	BUY	$51.32 - $54.83 $83,241 - $88,934	1,622 Added 51.56%	4,768 $495,000
Q2 2021 Aug 11, 2021	SELL	$48.92 - $52.14 $37,913 - $40,408	-775 Reduced 19.77%	3,146 $328,000
Q1 2021 May 07, 2021	BUY	$44.89 - $48.81 $50,366 - $54,764	1,122 Added 40.09%	3,921 $379,000
Q4 2020 Feb 09, 2021	BUY	$39.03 - $45.5 $109,244 - $127,354	2,799 New	2,799 $254,000

Others Institutions Holding SCHB

# of Institutions

1,180

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Account

Gerber Kawasaki Wealth & Investment Management Schwab Strategic Tr Us Broad M Transaction History