Reliant Wealth Planning Schwab Strategic Tr Us Broad M Transaction History

Reliant Wealth Planning

$220 Million
Q2 2025

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 $702,563. This represents 0.29% of its overall portfolio holdings.

Number of Shares

27,189

Previous 27,189 -0.0%

Holding current value

$702,563

Previous $585,000 10.6%

% of portfolio

0.29%

Previous 0.3%

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

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Reliant Wealth Planning with notifications on news.

Account

Reliant Wealth Planning Schwab Strategic Tr Us Broad M Transaction History