Nwam LLC Schwab Strategic Tr Us Broad M Transaction History

Nwam LLC

$1.6 Billion
Q3 2024

A detailed history of Nwam LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Nwam LLC holds 8,351 shares of SCHB stock, worth $194,244. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,351

Holding current value

$194,244

% of portfolio

0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $500,475 - $555,508	8,351 New	8,351 $555,000
Q1 2024 May 09, 2024	BUY	$54.61 - $61.05 $393,410 - $439,804	7,204 New	7,204 $439,000
Q4 2022 Feb 07, 2023	BUY	$41.94 - $47.81 $211,964 - $241,631	5,054 New	5,054 $226,000
Q2 2022 Aug 10, 2022	SELL	$42.93 - $53.98 $94,918 - $119,349	-2,211 Reduced 30.61%	5,013 $224,000
Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $355,059 - $410,684	7,224 New	7,224 $386,000

Others Institutions Holding SCHB

# of Institutions

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

Wealthfront Advisers LLC

20.6M
Shares

$479 Million
4.26% of portfolio
Betterment LLC New York, NY

6.06M
Shares

$141 Million
0.97% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$89 Million
18.64% of portfolio
Scs Capital Management LLC Boston, MA

3.78M
Shares

$87.9 Million
5.07% of portfolio
Milliman Financial Risk Management LLC Chicago, IL

3.29M
Shares

$76.6 Million
2.16% of portfolio

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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