Marshall & Sterling Wealth Advisors Inc. Schwab Strategic Tr Us Broad M Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $145 Billion
  • Q4 2024

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 3,253 shares of SCHB stock, worth $76,933. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,253
Holding current value
$76,933
% of portfolio
0.05%

Shares

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

Feb 14, 2025
BUY
$22.01 - $66.82 $71,598 - $217,365
3,253 New
3,253 $73.8 Million

Others Institutions Holding SCHB

# of Institutions
1,258
Shares Held
442M
Call Options Held
365K
Put Options Held
32.6K
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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