Glassman Wealth Services Schwab Strategic Tr Us Broad M Transaction History

Glassman Wealth Services

  • $593 Million
  • Q4 2024

A detailed history of Glassman Wealth Services transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Glassman Wealth Services holds 5,579 shares of SCHB stock, worth $119,613. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,579
Previous 1,196 366.47%
Holding current value
$119,613
Previous $79,000 59.49%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$22.01 - $66.82 $96,469 - $292,872
4,383 Added 366.47%
5,579 $126,000
Q1 2022

Apr 14, 2022
BUY
$49.15 - $56.85 $29,391 - $33,996
598 Added 100.0%
1,196 $64,000
Q2 2019

Aug 08, 2019
BUY
N/A
138 Added 30.0%
598 $42,000
Q1 2019

May 10, 2019
SELL
N/A
-150 Reduced 24.59%
460 $31,000
Q4 2018

Feb 06, 2019
BUY
N/A
150 Added 32.61%
610 $37,000
Q4 2017

Feb 06, 2018
BUY
N/A
192 Added 71.64%
460 $30,000
Q2 2017

Aug 09, 2017
BUY
N/A
268
268 $16,000

Others Institutions Holding SCHB

# of Institutions
1,267
Shares Held
482M
Call Options Held
365K
Put Options Held
32.6K
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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