Graves Light Lenhart Wealth, Inc. Schwab Strategic Tr Us Broad M Transaction History

Graves Light Lenhart Wealth, Inc.

$835 Million
Q2 2025

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 13,971 shares of SCHB stock, worth $361,010. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,971

Previous 13,971 -0.0%

Holding current value

$361,010

Previous $299,000 11.04%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.01 - $66.82 $205,001 - $622,361	9,314 Added 200.0%	13,971 $317,000
Q1 2023 May 15, 2023	BUY	$44.47 - $49.23 $755 - $836	17 Added 0.37%	4,657 $222,000
Q4 2022 Feb 14, 2023	BUY	$41.94 - $47.81 $194,601 - $221,838	4,640 New	4,640 $207,000
Q2 2022 Aug 15, 2022	SELL	$42.93 - $53.98 $55,379 - $69,634	-1,290 Reduced 21.9%	4,600 $203,000
Q1 2022 May 13, 2022	BUY	$49.15 - $56.85 $145,041 - $167,764	2,951 Added 100.41%	5,890 $314,000
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $466 - $511	9 Added 0.31%	2,939 $332,000
Q3 2021 Nov 15, 2021	BUY	$51.32 - $54.83 $359 - $383	7 Added 0.24%	2,930 $304,000
Q2 2021 Jul 12, 2021	BUY	$48.92 - $52.14 $342 - $364	7 Added 0.24%	2,923 $305,000
Q1 2021 Apr 09, 2021	BUY	$44.89 - $48.81 $269 - $292	6 Added 0.21%	2,916 $282,000
Q4 2020 Feb 04, 2021	BUY	$39.03 - $45.5 $351 - $409	9 Added 0.31%	2,910 $265,000
Q3 2020 Nov 10, 2020	BUY	$36.93 - $42.52 $517 - $595	14 Added 0.48%	2,901 $231,000
Q2 2020 Jul 31, 2020	BUY	$28.84 - $38.49 $83,261 - $111,120	2,887 New	2,887 $212,000
Q1 2020 Apr 29, 2020	SELL	$26.18 - $40.44 $75,058 - $115,941	-2,867 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$34.47 - $38.58 $448 - $501	13 Added 0.46%	2,867 $220,000
Q3 2019 Nov 12, 2019	BUY	$35.32 - $36.13 $706 - $722	20 Added 0.71%	2,854 $207,000
Q2 2019 Jul 24, 2019	BUY	N/A	2,834 New	2,834 $200,000

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

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Graves Light Lenhart Wealth, Inc. Schwab Strategic Tr Us Broad M Transaction History