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

Schrum Private Wealth Management LLC

  • $111 Million
  • Q2 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 5,950 shares of SCHB stock, worth $395,020. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,950
Previous 5,950 -0.0%
Holding current value
$395,020
Previous $363,000 3.03%
% of portfolio
0.34%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
Shares Held
165M
Call Options Held
188K
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
Track This Portfolio

Track Schrum Private Wealth Management LLC Portfolio

Follow Schrum Private Wealth Management LLC 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 Schrum Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schrum Private Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email