Physician Wealth Solutions Inc. Schwab Strategic Tr Us Broad M Transaction History

Physician Wealth Solutions Inc.

  • $199 Billion
  • Q1 2025

A detailed history of Physician Wealth Solutions Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Physician Wealth Solutions Inc. holds 52,473 shares of SCHB stock, worth $1.19 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
52,473
Previous 56,871 7.73%
Holding current value
$1.19 Million
Previous $1.29 Billion 12.49%
% of portfolio
0.57%
Previous 0.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$21.23 - $23.75 $93,369 - $104,452
-4,398 Reduced 7.73%
52,473 $1.13 Billion
Q3 2024

Oct 31, 2024
BUY
$59.93 - $66.52 $2.41 Million - $2.68 Million
40,224 Added 241.63%
56,871 $1.28 Billion
Q2 2024

Jul 15, 2024
SELL
$57.57 - $63.3 $32,872 - $36,144
-571 Reduced 3.32%
16,647 $1.05 Billion
Q1 2024

Apr 22, 2024
SELL
$54.61 - $61.05 $7,481 - $8,363
-137 Reduced 0.79%
17,218 $1.05 Billion
Q4 2023

Jan 09, 2024
BUY
$47.61 - $55.91 $826,271 - $970,318
17,355 New
17,355 $966 Million

Others Institutions Holding SCHB

# of Institutions
1,292
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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