Ritholtz Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 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 67,442 shares of SCHB stock, worth $1.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
67,442
Previous 22,478 200.04%
Holding current value
$1.5 Million
Previous $1.5 Million 2.34%
% of portfolio
0.05%
Previous 0.05%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$22.01 - $66.82 $989,657 - $3 Million
44,964 Added 200.04%
67,442 $1.53 Million
Q3 2024

Oct 10, 2024
SELL
$59.93 - $66.52 $3,955 - $4,390
-66 Reduced 0.29%
22,478 $1.5 Million
Q2 2024

Jul 31, 2024
BUY
$57.57 - $63.3 $2,878 - $3,165
50 Added 0.22%
22,544 $1.42 Million
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
$41.94 - $47.81 $260,153 - $296,565
-6,203 Reduced 22.08%
21,884 $0
Q3 2022

Oct 18, 2022
BUY
$41.99 - $50.63 $1.18 Million - $1.42 Million
28,087 New
28,087 $1.18 Million
Q2 2022

Jul 15, 2022
SELL
$42.93 - $53.98 $185,457 - $233,193
-4,320 Closed
0 $0
Q1 2022

Apr 14, 2022
BUY
$49.15 - $56.85 $212,328 - $245,592
4,320 New
4,320 $231,000
Q4 2021

Jan 18, 2022
SELL
$51.87 - $56.86 $112,817 - $123,670
-2,175 Closed
0 $0
Q2 2021

Jul 20, 2021
BUY
$48.92 - $52.14 $106,401 - $113,404
2,175 New
2,175 $227,000
Q2 2020

Jul 15, 2020
SELL
$28.84 - $38.49 $123,867 - $165,314
-4,295 Closed
0 $0
Q1 2020

Apr 09, 2020
SELL
$26.18 - $40.44 $10,602 - $16,378
-405 Reduced 8.62%
4,295 $260,000
Q4 2019

Jan 17, 2020
SELL
$34.47 - $38.58 $17,372 - $19,444
-504 Reduced 9.68%
4,700 $361,000
Q3 2019

Oct 17, 2019
BUY
$35.32 - $36.13 $4,980 - $5,094
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
1,265
Shares Held
422M
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
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More about SCHB
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