Seaside Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Seaside Wealth Management, Inc.

  • $264 Million
  • Q3 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 49,518 shares of SCHB stock, worth $1.15 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
49,518
Previous 53,493 7.43%
Holding current value
$1.15 Million
Previous $3.36 Million 2.08%
% of portfolio
1.25%
Previous 1.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$59.93 - $66.52 $238,221 - $264,417
-3,975 Reduced 7.43%
49,518 $3.29 Million
Q2 2024

Aug 07, 2024
BUY
$57.57 - $63.3 $297,579 - $327,197
5,169 Added 10.7%
53,493 $3.36 Million
Q1 2024

Apr 17, 2024
SELL
$54.61 - $61.05 $11,085 - $12,393
-203 Reduced 0.42%
48,324 $2.95 Million
Q4 2023

Jan 23, 2024
BUY
$47.61 - $55.91 $307,703 - $361,346
6,463 Added 15.36%
48,527 $2.7 Million
Q3 2023

Oct 13, 2023
SELL
$49.59 - $53.57 $182,937 - $197,619
-3,689 Reduced 8.06%
42,064 $2.1 Million
Q2 2023

Jul 17, 2023
SELL
$47.08 - $51.7 $763,637 - $838,574
-16,220 Reduced 26.17%
45,753 $2.37 Million
Q1 2023

May 09, 2023
BUY
$44.47 - $49.23 $33,396 - $36,971
751 Added 1.23%
61,973 $2.97 Million
Q4 2022

Feb 09, 2023
SELL
$41.94 - $47.81 $49,698 - $56,654
-1,185 Reduced 1.9%
61,222 $2.74 Million
Q3 2022

Nov 09, 2022
BUY
$41.99 - $50.63 $372,115 - $448,683
8,862 Added 16.55%
62,407 $2.83 Million
Q2 2022

Aug 30, 2022
BUY
$42.93 - $53.98 $2.3 Million - $2.89 Million
53,545 New
53,545 $2.59 Million

Others Institutions Holding SCHB

# of Institutions
1,179
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
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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