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

Selective Wealth Management, Inc.

  • $239 Million
  • Q3 2024

A detailed history of Selective Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 25,028 shares of SCHB stock, worth $581,400. This represents 0.7% of its overall portfolio holdings.

Number of Shares
25,028
Previous 25,028 -0.0%
Holding current value
$581,400
Previous $1.57 Million 5.79%
% of portfolio
0.7%
Previous 0.7%

Shares

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

Jul 10, 2024
BUY
$57.57 - $63.3 $4,317 - $4,747
75 Added 0.3%
25,028 $1.57 Million
Q1 2024

Apr 11, 2024
BUY
$54.61 - $61.05 $1.36 Million - $1.52 Million
24,953 New
24,953 $1.52 Million
Q3 2022

Oct 21, 2022
BUY
$41.99 - $50.63 $44,719 - $53,920
1,065 Added 149.79%
1,776 $75,000
Q2 2022

Jul 28, 2022
BUY
$42.93 - $53.98 $128 - $161
3 Added 0.42%
711 $31,000
Q1 2022

Apr 20, 2022
BUY
$49.15 - $56.85 $17,399 - $20,124
354 Added 100.0%
708 $38,000
Q4 2021

Jan 18, 2022
BUY
$51.87 - $56.86 $2,749 - $3,013
53 Added 17.61%
354 $40,000
Q1 2021

Apr 09, 2021
BUY
$44.89 - $48.81 $44 - $48
1 Added 0.33%
301 $29,000
Q4 2020

Jan 22, 2021
BUY
$39.03 - $45.5 $39 - $45
1 Added 0.33%
300 $27,000
Q3 2020

Oct 21, 2020
BUY
$36.93 - $42.52 $73 - $85
2 Added 0.67%
299 $24,000
Q2 2020

Jul 15, 2020
SELL
$28.84 - $38.49 $1,297 - $1,732
-45 Reduced 13.16%
297 $22,000
Q1 2020

Apr 16, 2020
SELL
$26.18 - $40.44 $13,665 - $21,109
-522 Reduced 60.42%
342 $21,000
Q4 2019

Jan 10, 2020
BUY
$34.47 - $38.58 $344 - $385
10 Added 1.17%
864 $66,000
Q3 2019

Oct 29, 2019
BUY
$35.32 - $36.13 $30,163 - $30,855
854 New
854 $61,000

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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