Hb Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Hb Wealth Management, LLC holds 14,010 shares of SCHK stock, worth $408,391. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,010
Previous 7,005 100.0%
Holding current value
$408,391
Previous $387,000 2.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 15, 2025
BUY
$27.45 - $55.56 $192,287 - $389,197
7,005 Added 100.0%
14,010 $396,000
Q4 2023

Jan 16, 2024
BUY
$39.52 - $46.21 $197 - $231
5 Added 0.07%
7,005 $322,000
Q2 2023

Jul 13, 2023
SELL
$38.96 - $42.79 $1,402 - $1,540
-36 Reduced 0.51%
7,000 $299,000
Q1 2023

Apr 13, 2023
BUY
$36.64 - $40.44 $4,983 - $5,499
136 Added 1.97%
7,036 $278,000
Q3 2022

Oct 19, 2022
SELL
$34.61 - $41.69 $9,517 - $11,464
-275 Reduced 3.83%
6,900 $239,000
Q1 2022

May 16, 2022
BUY
$40.46 - $46.8 $290,300 - $335,790
7,175 New
7,175 $316,000

Others Institutions Holding SCHK

# of Institutions
187
Shares Held
45M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
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