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 $310,786. This represents 0.24% of its overall portfolio holdings.

Number of Shares
13,679
Previous 13,676 0.02%
Holding current value
$310,786
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
1,294
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
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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