New England Guild Wealth Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

New England Guild Wealth Advisors, Inc.

  • $190 Million
  • Q4 2022

A detailed history of New England Guild Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 7,049 shares of SCHB stock, worth $453,673. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,049
Previous 7,041 0.11%
Holding current value
$453,673
Previous $296,000 6.76%
% of portfolio
0.17%
Previous 0.18%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 11, 2023
BUY
$43.88 - $47.81 $351 - $382
8 Added 0.11%
7,049 $316,000
Q3 2022

Oct 06, 2022
BUY
N/A
8 Added 0.11%
7,041 $296,000
Q2 2022

Jul 08, 2022
BUY
N/A
7 Added 0.1%
7,033 $311,000
Q1 2022

Apr 18, 2022
BUY
N/A
3,515 Added 100.11%
7,026 $375,000
Q4 2021

Jan 12, 2022
BUY
N/A
4 Added 0.11%
3,511 $397,000
Q1 2021

Apr 08, 2021
SELL
N/A
-485 Reduced 12.15%
3,507 $339,000
Q3 2020

Oct 05, 2020
SELL
N/A
-42 Reduced 1.04%
3,992 $318,000
Q2 2020

Jul 08, 2020
SELL
N/A
-1,249 Reduced 23.64%
4,034 $296,000
Q1 2020

Apr 06, 2020
BUY
N/A
316 Added 6.36%
5,283 $319,000
Q4 2019

Jan 06, 2020
SELL
N/A
-508 Reduced 9.28%
4,967 $382,000
Q3 2019

Oct 10, 2019
BUY
N/A
1 Added 0.02%
5,475 $389,000
Q2 2019

Aug 20, 2019
BUY
N/A
469 Added 9.37%
5,474 $386,000
Q1 2019

Aug 20, 2019
BUY
N/A
1 Added 0.02%
5,005 $341,000
Q4 2018

Aug 20, 2019
BUY
N/A
2 Added 0.04%
5,004 $300,000
Q3 2018

Aug 21, 2019
BUY
N/A
1 Added 0.02%
5,002 $352,000
Q2 2018

Aug 21, 2019
BUY
N/A
1 Added 0.02%
5,001 $330,000
Q4 2017

Aug 21, 2019
BUY
N/A
5,000
5,000 $323,000

Others Institutions Holding SCHB

# of Institutions
1,124
Shares Held
161M
Call Options Held
230K
Put Options Held
29.7K
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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