River Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

River Wealth Advisors LLC

  • $692 Million
  • Q2 2024

A detailed history of River Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, River Wealth Advisors LLC holds 3,540 shares of SCHB stock, worth $78,269. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,540
Previous 3,530 0.28%
Holding current value
$78,269
Previous $215,000 3.26%
% of portfolio
0.03%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $575 - $633
10 Added 0.28%
3,540 $222,000
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $192,773 - $215,506
3,530 New
3,530 $215,000
Q2 2022

Aug 10, 2022
SELL
$42.93 - $53.98 $2,017 - $2,537
-47 Reduced 0.73%
6,393 $283,000
Q1 2022

May 09, 2022
BUY
$49.15 - $56.85 $158,263 - $183,057
3,220 Added 100.0%
6,440 $344,000
Q4 2021

Feb 11, 2022
SELL
$51.87 - $56.86 $53,685 - $58,850
-1,035 Reduced 24.32%
3,220 $364,000
Q3 2021

Nov 12, 2021
SELL
$51.32 - $54.83 $3,438 - $3,673
-67 Reduced 1.55%
4,255 $442,000
Q2 2021

Aug 06, 2021
BUY
$48.92 - $52.14 $13,550 - $14,442
277 Added 6.85%
4,322 $451,000
Q1 2021

May 11, 2021
SELL
$44.89 - $48.81 $9,516 - $10,347
-212 Reduced 4.98%
4,045 $391,000
Q4 2020

Feb 16, 2021
SELL
$39.03 - $45.5 $8,898 - $10,374
-228 Reduced 5.08%
4,257 $387,000
Q3 2020

Nov 10, 2020
SELL
$36.93 - $42.52 $15,621 - $17,985
-423 Reduced 8.62%
4,485 $357,000
Q2 2020

Aug 11, 2020
BUY
$28.84 - $38.49 $374 - $500
13 Added 0.27%
4,908 $361,000
Q1 2020

May 05, 2020
SELL
$26.18 - $40.44 $314 - $485
-12 Reduced 0.24%
4,895 $296,000
Q4 2019

Feb 07, 2020
SELL
$34.47 - $38.58 $344 - $385
-10 Reduced 0.2%
4,907 $377,000
Q3 2019

Oct 29, 2019
SELL
$35.32 - $36.13 $5,368 - $5,491
-152 Reduced 3.0%
4,917 $349,000
Q2 2019

Jul 30, 2019
BUY
N/A
705 Added 16.15%
5,069 $358,000
Q1 2019

May 07, 2019
SELL
N/A
-569 Reduced 11.53%
4,364 $297,000
Q3 2018

Nov 09, 2018
BUY
N/A
34 Added 0.69%
4,933 $347,000
Q2 2018

Aug 13, 2018
BUY
N/A
438 Added 9.82%
4,899 $323,000
Q1 2018

May 02, 2018
BUY
N/A
1,060 Added 31.17%
4,461 $285,000
Q4 2017

Feb 09, 2018
BUY
N/A
3,401
3,401 $219,000

Others Institutions Holding SCHB

# of Institutions
1,161
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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