Royal Capital Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Royal Capital Wealth Management, LLC

  • $139 Million
  • Q4 2024

A detailed history of Royal Capital Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Royal Capital Wealth Management, LLC holds 18,070 shares of SCHB stock, worth $385,794. This represents 0.29% of its overall portfolio holdings.

Number of Shares
18,070
Previous 6,021 200.12%
Holding current value
$385,794
Previous $400,000 2.5%
% of portfolio
0.29%
Previous 0.29%

Shares

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

Feb 14, 2025
BUY
$22.01 - $66.82 $265,198 - $805,114
12,049 Added 200.12%
18,070 $410,000
Q3 2024

Nov 14, 2024
SELL
$59.93 - $66.52 $38,714 - $42,971
-646 Reduced 9.69%
6,021 $400,000
Q1 2024

May 15, 2024
SELL
$54.61 - $61.05 $165,741 - $185,286
-3,035 Reduced 31.28%
6,667 $407,000
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $142 - $167
3 Added 0.03%
9,702 $540,000
Q3 2023

Nov 14, 2023
BUY
$49.59 - $53.57 $150,654 - $162,745
3,038 Added 45.61%
9,699 $483,000
Q2 2023

Aug 11, 2023
BUY
$47.08 - $51.7 $4,802 - $5,273
102 Added 1.56%
6,661 $344,000
Q1 2023

May 12, 2023
BUY
$44.47 - $49.23 $88 - $98
2 Added 0.03%
6,559 $314,000
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $3,774 - $4,302
90 Added 1.39%
6,557 $294,000
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $83 - $101
2 Added 0.03%
6,467 $272,000
Q2 2022

Aug 16, 2022
BUY
$42.93 - $53.98 $1,502 - $1,889
35 Added 0.54%
6,465 $286,000
Q1 2022

May 12, 2022
BUY
$49.15 - $56.85 $153,102 - $177,087
3,115 Added 93.97%
6,430 $343,000
Q4 2021

Feb 15, 2022
BUY
$51.87 - $56.86 $171,949 - $188,490
3,315 New
3,315 $375,000

Others Institutions Holding SCHB

# of Institutions
1,275
Shares Held
480M
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
  • Industry ETFs
More about SCHB
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