One Ascent Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

One Ascent Wealth Management LLC

  • $263 Million
  • Q3 2024

A detailed history of One Ascent Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 7,531 shares of SCHB stock, worth $172,911. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,531
Holding current value
$172,911
% of portfolio
0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$59.93 - $66.52 $451,332 - $500,962
7,531 New
7,531 $501,000
Q1 2024

Apr 16, 2024
BUY
$54.61 - $61.05 $37,680 - $42,124
690 Added 11.53%
6,674 $407,000
Q4 2023

Jan 11, 2024
BUY
$47.61 - $55.91 $284,898 - $334,565
5,984 New
5,984 $333,000

Others Institutions Holding SCHB

# of Institutions
1,179
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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