Motive Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Motive Wealth Advisors

  • $174 Million
  • Q3 2024

A detailed history of Motive Wealth Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Motive Wealth Advisors holds 159,916 shares of SCHB stock, worth $3.74 Million. This represents 6.12% of its overall portfolio holdings.

Number of Shares
159,916
Previous 159,916 -0.0%
Holding current value
$3.74 Million
Previous $10.1 Million 5.81%
% of portfolio
6.12%
Previous 6.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022
SELL
$42.93 - $53.98 $2,060 - $2,591
-48 Reduced 0.03%
159,916 $7.07 Million
Q1 2022

May 03, 2022
BUY
$49.15 - $56.85 $3.93 Million - $4.55 Million
79,982 Added 100.0%
159,964 $8.54 Million
Q4 2021

Feb 08, 2022
SELL
$51.87 - $56.86 $70,439 - $77,215
-1,358 Reduced 1.67%
79,982 $9.04 Million
Q3 2021

Nov 16, 2021
SELL
$51.32 - $54.83 $44,802 - $47,866
-873 Reduced 1.06%
81,340 $8.45 Million
Q2 2021

Aug 16, 2021
BUY
$48.92 - $52.14 $4.02 Million - $4.29 Million
82,213 New
82,213 $8.57 Million

Others Institutions Holding SCHB

# of Institutions
1,180
Shares Held
166M
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
  • Industry ETFs
More about SCHB
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