Prevail Innovative Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 33,983 shares of SCHB stock, worth $725,537. This represents 0.19% of its overall portfolio holdings.

Number of Shares
33,983
Previous 32,863 3.41%
Holding current value
$725,537
Previous $746 Million 1.92%
% of portfolio
0.19%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$21.23 - $23.75 $23,777 - $26,600
1,120 Added 3.41%
33,983 $732 Million
Q4 2024

Feb 12, 2025
BUY
$22.01 - $66.82 $561,343 - $1.7 Million
25,504 Added 346.57%
32,863 $746 Million
Q3 2024

Nov 13, 2024
BUY
$59.93 - $66.52 $17,979 - $19,956
300 Added 4.25%
7,359 $490 Million
Q2 2024

Aug 08, 2024
BUY
$57.57 - $63.3 $406,386 - $446,834
7,059 New
7,059 $444 Million

Others Institutions Holding SCHB

# of Institutions
1,270
Shares Held
478M
Call Options Held
365K
Put Options Held
32.6K
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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