Schrum Private Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Schrum Private Wealth Management LLC

  • $118 Million
  • Q4 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 17,850 shares of SCHB stock, worth $413,763. This represents 0.34% of its overall portfolio holdings.

Number of Shares
17,850
Previous 11,900 50.0%
Holding current value
$413,763
Previous $791,000 48.8%
% of portfolio
0.34%
Previous 0.41%

Shares

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

Feb 06, 2025
BUY
$22.01 - $66.82 $130,959 - $397,578
5,950 Added 50.0%
17,850 $405,000
Q3 2024

Nov 05, 2024
BUY
$59.93 - $66.52 $356,583 - $395,794
5,950 Added 100.0%
11,900 $791,000
Q1 2023

Apr 19, 2023
SELL
$44.47 - $49.23 $978 - $1,083
-22 Reduced 0.37%
5,950 $284,000
Q1 2022

May 05, 2022
BUY
$49.15 - $56.85 $147,302 - $170,379
2,997 Added 100.74%
5,972 $292,000
Q4 2021

Mar 11, 2022
BUY
$51.87 - $56.86 $154,313 - $169,158
2,975 New
2,975 $335,000

Others Institutions Holding SCHB

# of Institutions
1,261
Shares Held
444M
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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