Monterey Private Wealth, Inc. Schwab Strategic Tr Us Broad M Transaction History

Monterey Private Wealth, Inc.

  • $293 Million
  • Q3 2024

A detailed history of Monterey Private Wealth, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 3,029 shares of SCHB stock, worth $70,454. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,029
Previous 5,517 45.1%
Holding current value
$70,454
Previous $346,000 41.91%
% of portfolio
0.07%
Previous 0.13%

Shares

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

Oct 03, 2024
SELL
$59.93 - $66.52 $149,105 - $165,501
-2,488 Reduced 45.1%
3,029 $201,000
Q2 2024

Jul 08, 2024
SELL
$57.57 - $63.3 $101,380 - $111,471
-1,761 Reduced 24.2%
5,517 $346,000
Q1 2024

Apr 09, 2024
SELL
$54.61 - $61.05 $40,192 - $44,932
-736 Reduced 9.18%
7,278 $444,000
Q4 2023

Jan 12, 2024
BUY
$47.61 - $55.91 $381,546 - $448,062
8,014 New
8,014 $446,000

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
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More about SCHB
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