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

Monterey Private Wealth, Inc.

  • $267 Million
  • Q2 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 5,517 shares of SCHB stock, worth $358,936. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,517
Previous 7,278 24.2%
Holding current value
$358,936
Previous $444,000 22.07%
% of portfolio
0.13%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,146
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
Track This Portfolio

Track Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email