Reliant Wealth Planning Schwab Strategic Tr Us Broad M Transaction History

Reliant Wealth Planning

$200 Million
Q4 2024

A detailed history of Reliant Wealth Planning transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Reliant Wealth Planning holds 27,189 shares of SCHB stock, worth $642,476. This represents 0.31% of its overall portfolio holdings.

Number of Shares

27,189

Previous 16,357 66.22%

Holding current value

$642,476

Previous $1.09 Million 43.29%

% of portfolio

0.31%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$22.01 - $66.82 $238,412 - $723,794	10,832 Added 66.22%	27,189 $617,000
Q3 2024 Oct 24, 2024	SELL	$59.93 - $66.52 $40,093 - $44,501	-669 Reduced 3.93%	16,357 $1.09 Million
Q2 2024 Jul 11, 2024	BUY	$57.57 - $63.3 $458,429 - $504,057	7,963 Added 87.86%	17,026 $1.07 Million
Q1 2023 Apr 19, 2023	SELL	$44.47 - $49.23 $420,152 - $465,125	-9,448 Reduced 51.04%	9,063 $433,000
Q4 2022 Feb 07, 2023	BUY	$41.94 - $47.81 $158,742 - $180,960	3,785 Added 25.7%	18,511 $829,000
Q3 2022 Oct 28, 2022	BUY	$41.99 - $50.63 $128,573 - $155,029	3,062 Added 26.25%	14,726 $618,000
Q2 2022 Aug 02, 2022	BUY	$42.93 - $53.98 $500,735 - $629,622	11,664 New	11,664 $515,000

Others Institutions Holding SCHB

# of Institutions

1,260

Shares Held

444M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Reliant Wealth Planning Schwab Strategic Tr Us Broad M Transaction History