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

Shakespeare Wealth Management, Inc.

  • $379 Million
  • Q3 2024

A detailed history of Shakespeare Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 8,466 shares of SCHB stock, worth $196,665. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,466
Previous 8,570 1.21%
Holding current value
$196,665
Previous $538,000 4.65%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Nov 14, 2024
SELL
$59.93 - $66.52 $6,232 - $6,918
-104 Reduced 1.21%
8,466 $563,000
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $493,374 - $542,481
8,570 New
8,570 $538,000

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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