Moser Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Moser Wealth Advisors, LLC

  • $186 Million
  • Q1 2025

A detailed history of Moser Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 1,897 shares of SCHB stock, worth $43,118. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,897
Previous 1,651 14.9%
Holding current value
$43,118
Previous $37,000 8.11%
% of portfolio
0.02%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$21.23 - $23.75 $5,222 - $5,842
246 Added 14.9%
1,897 $40,000
Q4 2024

Jan 28, 2025
BUY
$22.01 - $66.82 $24,255 - $73,635
1,102 Added 200.73%
1,651 $37,000
Q3 2024

Nov 05, 2024
BUY
$59.93 - $66.52 $119 - $133
2 Added 0.37%
549 $36,000
Q1 2024

May 01, 2024
BUY
$54.61 - $61.05 $54 - $61
1 Added 0.18%
547 $33,000
Q4 2023

Feb 06, 2024
BUY
$47.61 - $55.91 $95 - $111
2 Added 0.37%
546 $30,000
Q3 2023

Nov 09, 2023
BUY
$49.59 - $53.57 $49 - $53
1 Added 0.18%
544 $27,000
Q2 2023

Aug 02, 2023
BUY
$47.08 - $51.7 $94 - $103
2 Added 0.37%
543 $28,000
Q4 2022

Jan 12, 2023
BUY
$41.94 - $47.81 $83 - $95
2 Added 0.37%
541 $24,000
Q3 2022

Nov 03, 2022
SELL
$41.99 - $50.63 $75,120 - $90,577
-1,789 Reduced 76.85%
539 $23,000
Q2 2022

Aug 02, 2022
BUY
$42.93 - $53.98 $42 - $53
1 Added 0.04%
2,328 $103,000
Q1 2022

Apr 29, 2022
BUY
$49.15 - $56.85 $57,161 - $66,116
1,163 Added 99.91%
2,327 $124,000
Q4 2021

Jan 19, 2022
BUY
$51.87 - $56.86 $51 - $56
1 Added 0.09%
1,164 $132,000
Q3 2021

Oct 18, 2021
BUY
$51.32 - $54.83 $51 - $54
1 Added 0.09%
1,163 $121,000
Q4 2020

Jan 29, 2021
BUY
$39.03 - $45.5 $39 - $45
1 Added 0.09%
1,162 $106,000
Q3 2020

Oct 26, 2020
BUY
$36.93 - $42.52 $36 - $42
1 Added 0.09%
1,161 $92,000
Q2 2020

Jul 22, 2020
BUY
$28.84 - $38.49 $28 - $38
1 Added 0.09%
1,160 $85,000
Q1 2020

Apr 30, 2020
BUY
$26.18 - $40.44 $26,206 - $40,480
1,001 Added 633.54%
1,159 $0
Q4 2019

Feb 12, 2020
BUY
$34.47 - $38.58 $5,446 - $6,095
158 New
158 $12,000

Others Institutions Holding SCHB

# of Institutions
1,291
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
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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