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 $318,173. This represents 0.24% of its overall portfolio holdings.

Number of Shares

13,679

Previous 13,676 0.02%

Holding current value

$318,173

Previous $859,000 5.82%

% of portfolio

0.24%

Previous 0.24%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

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