Pensionmark Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Pensionmark Financial Group, LLC

  • $1.54 Billion
  • Q2 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 7,502 shares of SCHB stock, worth $496,857. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,502
Previous 7,502 -0.0%
Holding current value
$496,857
Previous $457,000 3.06%
% of portfolio
0.03%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$54.61 - $61.05 $21,243 - $23,748
389 Added 5.47%
7,502 $457,000
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $298,319 - $340,072
7,113 New
7,113 $318,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
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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