Ritholtz Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Ritholtz Wealth Management

  • $2.87 Billion
  • Q1 2024

A detailed history of Ritholtz Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ritholtz Wealth Management holds 22,494 shares of SCHB stock, worth $1.44 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
22,494
Previous 22,563 0.31%
Holding current value
$1.44 Million
Previous $1.26 Million 9.32%
% of portfolio
0.05%
Previous 0.05%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$54.61 - $61.05 $3,768 - $4,212
-69 Reduced 0.31%
22,494 $1.37 Million
Q4 2023

Jan 18, 2024
BUY
$47.61 - $55.91 $44,515 - $52,275
935 Added 4.32%
22,563 $1.26 Million
Q3 2023

Oct 13, 2023
BUY
$49.59 - $53.57 $10,066 - $10,874
203 Added 0.95%
21,628 $1.08 Million
Q2 2023

Jul 14, 2023
BUY
$47.08 - $51.7 $941 - $1,034
20 Added 0.09%
21,425 $1.11 Million
Q1 2023

Apr 19, 2023
SELL
$44.47 - $49.23 $21,301 - $23,581
-479 Reduced 2.19%
21,405 $1.02 Million
Q4 2022

Jan 18, 2023
SELL
$43.88 - $47.81 $272,187 - $296,565
-6,203 Reduced 22.08%
21,884 $0
Q3 2022

Oct 18, 2022
BUY
N/A
28,087 New
28,087 $1.18 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-4,320 Closed
0 $0
Q1 2022

Apr 14, 2022
BUY
N/A
4,320 New
4,320 $231,000
Q4 2021

Jan 18, 2022
SELL
N/A
-2,175 Closed
0 $0
Q2 2021

Jul 20, 2021
BUY
N/A
2,175 New
2,175 $227,000
Q2 2020

Jul 15, 2020
SELL
N/A
-4,295 Closed
0 $0
Q1 2020

Apr 09, 2020
SELL
N/A
-405 Reduced 8.62%
4,295 $260,000
Q4 2019

Jan 17, 2020
SELL
N/A
-504 Reduced 9.68%
4,700 $361,000
Q3 2019

Oct 17, 2019
BUY
N/A
141 Added 2.78%
5,204 $370,000
Q2 2019

Jul 15, 2019
SELL
N/A
-841 Reduced 14.24%
5,063 $357,000
Q1 2019

Apr 12, 2019
BUY
N/A
275 Added 4.89%
5,904 $402,000
Q4 2018

Jan 18, 2019
SELL
N/A
-16 Reduced 0.28%
5,629 $337,000
Q3 2018

Oct 12, 2018
BUY
N/A
507 Added 9.87%
5,645 $397,000
Q2 2018

Jul 12, 2018
SELL
N/A
-914 Reduced 15.1%
5,138 $339,000
Q1 2018

Apr 17, 2018
BUY
N/A
47 Added 0.78%
6,052 $386,000
Q4 2017

Jan 23, 2018
BUY
N/A
2,490 Added 70.84%
6,005 $387,000
Q3 2017

Oct 17, 2017
BUY
N/A
3,515
3,515 $214,000

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 Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management 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 Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email