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

Moser Wealth Advisors, LLC

  • $189 Million
  • Q4 2024

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 1,651 shares of SCHB stock, worth $35,810. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,651
Previous 549 200.73%
Holding current value
$35,810
Previous $36,000 2.78%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,265
Shares Held
422M
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
Track This Portfolio

Track Moser Wealth Advisors, LLC Portfolio

Follow Moser Wealth Advisors, LLC 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 Moser Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moser Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email