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

Graves Light Lenhart Wealth, Inc.

  • $801 Million
  • Q4 2024

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 $326,502. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,971
Previous 4,657 200.0%
Holding current value
$326,502
Previous $309,000 2.59%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,196
Shares Held
256M
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
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