Platte River Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Platte River Wealth Advisors, LLC

  • $378 Million
  • Q3 2024

A detailed history of Platte River Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Platte River Wealth Advisors, LLC holds 13,679 shares of SCHB stock, worth $353,465. This represents 0.24% of its overall portfolio holdings.

Number of Shares
13,679
Previous 13,676 0.02%
Holding current value
$353,465
Previous $859,000 5.82%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Oct 07, 2024
BUY
$59.93 - $66.52 $179 - $199
3 Added 0.02%
13,679 $909,000
Q2 2024

Jul 19, 2024
SELL
$57.57 - $63.3 $1,842 - $2,025
-32 Reduced 0.23%
13,676 $859,000
Q1 2024

Apr 23, 2024
BUY
$54.61 - $61.05 $41,558 - $46,459
761 Added 5.88%
13,708 $836,000
Q4 2023

Jan 12, 2024
BUY
$47.61 - $55.91 $204,246 - $239,853
4,290 Added 49.56%
12,947 $720,000
Q2 2023

Jul 07, 2023
BUY
$47.08 - $51.7 $407,571 - $447,566
8,657 New
8,657 $447,000
Q1 2022

Apr 19, 2022
BUY
$49.15 - $56.85 $132,606 - $153,381
2,698 Added 93.94%
5,570 $297,000
Q4 2021

Jan 12, 2022
BUY
$51.87 - $56.86 $16,079 - $17,626
310 Added 12.1%
2,872 $320,000
Q3 2021

Oct 20, 2021
BUY
$51.32 - $54.83 $3,592 - $3,838
70 Added 2.81%
2,562 $266,000
Q4 2020

Jan 22, 2021
BUY
$39.03 - $45.5 $97,262 - $113,386
2,492 New
2,492 $235,000
Q2 2020

Jul 07, 2020
SELL
$28.84 - $38.49 $204,590 - $273,048
-7,094 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
$34.47 - $38.58 $244,530 - $273,686
7,094 New
7,094 $545,000

Others Institutions Holding SCHB

# of Institutions
1,349
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Platte River Wealth Advisors, LLC Portfolio

Follow Platte River Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Platte River Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Platte River Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email