Precedent Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Precedent Wealth Partners, LLC

  • $303 Billion
  • Q3 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 5,057 shares of SCHB stock, worth $118,434. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,057
Previous 3,974 27.25%
Holding current value
$118,434
Previous $250 Million 34.65%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 17, 2024
BUY
$59.93 - $66.52 $64,904 - $72,041
1,083 Added 27.25%
5,057 $336 Million
Q4 2023

Jan 18, 2024
BUY
$47.61 - $55.91 $189,202 - $222,186
3,974 New
3,974 $221 Million

Others Institutions Holding SCHB

# of Institutions
1,180
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
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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