Jeppson Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Jeppson Wealth Management, LLC

  • $262 Million
  • Q2 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 8,254 shares of SCHB stock, worth $546,662. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,254
Previous 8,254 -0.0%
Holding current value
$546,662
Previous $503,000 2.98%
% of portfolio
0.2%
Previous 0.2%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$54.61 - $61.05 $1,310 - $1,465
24 Added 0.29%
8,254 $503,000
Q4 2023

Jan 11, 2024
SELL
$47.61 - $55.91 $122,167 - $143,465
-2,566 Reduced 23.77%
8,230 $458,000
Q3 2023

Oct 25, 2023
BUY
$49.59 - $53.57 $1,983 - $2,142
40 Added 0.37%
10,796 $538,000
Q2 2023

Jul 31, 2023
BUY
$47.08 - $51.7 $1,789 - $1,964
38 Added 0.35%
10,756 $556,000
Q1 2023

Apr 27, 2023
BUY
$44.47 - $49.23 $1,734 - $1,919
39 Added 0.37%
10,718 $512,000
Q4 2022

Jan 27, 2023
SELL
$41.94 - $47.81 $60,980 - $69,515
-1,454 Reduced 11.98%
10,679 $0
Q3 2022

Oct 20, 2022
BUY
$41.99 - $50.63 $1,847 - $2,227
44 Added 0.36%
12,133 $509,000
Q2 2022

Aug 03, 2022
BUY
$42.93 - $53.98 $66,112 - $83,129
1,540 Added 14.6%
12,089 $534,000
Q1 2022

Apr 27, 2022
BUY
$49.15 - $56.85 $259,954 - $300,679
5,289 Added 100.55%
10,549 $563,000
Q4 2021

Jan 19, 2022
SELL
$51.87 - $56.86 $9,388 - $10,291
-181 Reduced 3.33%
5,260 $594,000
Q3 2021

Nov 17, 2021
BUY
$51.32 - $54.83 $821 - $877
16 Added 0.29%
5,441 $565,000
Q2 2021

Jul 20, 2021
BUY
$48.92 - $52.14 $782 - $834
16 Added 0.3%
5,425 $565,000
Q1 2021

May 19, 2021
BUY
$44.89 - $48.81 $628 - $683
14 Added 0.26%
5,409 $523,000
Q4 2020

Mar 05, 2021
BUY
$39.03 - $45.5 $780 - $910
20 Added 0.37%
5,395 $491,000
Q3 2020

Nov 19, 2020
BUY
$36.93 - $42.52 $198,498 - $228,545
5,375 New
5,375 $428,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
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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