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

Platte River Wealth Advisors, LLC

$357 Million
Q2 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 13,676 shares of SCHB stock, worth $879,366. This represents 0.24% of its overall portfolio holdings.

Number of Shares

13,676

Previous 13,708 0.23%

Holding current value

$879,366

Previous $836,000 2.75%

% of portfolio

0.24%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	2,698 Added 93.94%	5,570 $297,000

Q4 2021 Jan 12, 2022	BUY	N/A	310 Added 12.1%	2,872 $320,000
Q3 2021 Oct 20, 2021	BUY	N/A	70 Added 2.81%	2,562 $266,000
Q4 2020 Jan 22, 2021	BUY	N/A	2,492 New	2,492 $235,000
Q2 2020 Jul 07, 2020	SELL	N/A	-7,094 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	N/A	7,094 New	7,094 $545,000

Others Institutions Holding SCHB

# of Institutions

1,125

Shares Held

161M

Call Options Held

230K

Put Options Held

29.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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