Market Street Wealth Management Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Market Street Wealth Management Advisors LLC

  • $552 Million
  • Q3 2024

A detailed history of Market Street Wealth Management Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 3,823 shares of SCHB stock, worth $88,922. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,823
Previous 3,917 2.4%
Holding current value
$88,922
Previous $246,000 3.25%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$59.93 - $66.52 $5,633 - $6,252
-94 Reduced 2.4%
3,823 $254,000
Q1 2024

Apr 11, 2024
SELL
$54.61 - $61.05 $41,885 - $46,825
-767 Reduced 16.37%
3,917 $239,000
Q4 2023

Jan 29, 2024
BUY
$47.61 - $55.91 $223,005 - $261,882
4,684 New
4,684 $260,000

Others Institutions Holding SCHB

# of Institutions
1,183
Shares Held
167M
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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