Ratio Wealth Group Schwab Strategic Tr Us Broad M Transaction History

Ratio Wealth Group

  • $516 Million
  • Q1 2024

A detailed history of Ratio Wealth Group transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ratio Wealth Group holds 5,425 shares of SCHB stock, worth $345,084. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,425
Previous 5,425 -0.0%
Holding current value
$345,084
Previous $302,000 9.6%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Mar 24, 2023
BUY
N/A
2,712 Added 99.96%
5,425 $0
Q4 2020

Mar 31, 2023
SELL
N/A
-2,712 Reduced 49.99%
2,713 $247 Million
Q4 2020

Mar 24, 2023
BUY
N/A
2,713 New
2,713 $0

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Ratio Wealth Group Portfolio

Follow Ratio Wealth Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ratio Wealth Group, based on Form 13F filings with the SEC.

News

Stay updated on Ratio Wealth Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email