Muirfield Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Muirfield Wealth Advisors LLC

  • $121 Billion
  • Q4 2024

A detailed history of Muirfield Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Muirfield Wealth Advisors LLC holds 41,450 shares of SCHB stock, worth $980,292. This represents 0.78% of its overall portfolio holdings.

Number of Shares
41,450
Previous 13,760 201.24%
Holding current value
$980,292
Previous $915 Million 2.8%
% of portfolio
0.78%
Previous 0.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$22.01 - $66.82 $609,456 - $1.85 Million
27,690 Added 201.24%
41,450 $941 Million
Q3 2024

Oct 11, 2024
BUY
$59.93 - $66.52 $6,112 - $6,785
102 Added 0.75%
13,760 $915 Million
Q2 2024

Jul 12, 2024
SELL
$57.57 - $63.3 $15,889 - $17,470
-276 Reduced 1.98%
13,658 $859 Million
Q1 2024

Apr 22, 2024
SELL
$54.61 - $61.05 $34,349 - $38,400
-629 Reduced 4.32%
13,934 $851 Million
Q4 2023

Mar 14, 2024
BUY
$47.61 - $55.91 $693,344 - $814,217
14,563 New
14,563 $811 Million

Others Institutions Holding SCHB

# of Institutions
1,255
Shares Held
431M
Call Options Held
298K
Put Options Held
31.3K
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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