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

Shakespeare Wealth Management, Inc.

  • $371 Million
  • Q1 2025

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 25,089 shares of SCHB stock, worth $616,938. This represents 0.15% of its overall portfolio holdings.

Number of Shares
25,089
Previous 25,396 1.21%
Holding current value
$616,938
Previous $576,000 6.25%
% of portfolio
0.15%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$21.23 - $23.75 $6,517 - $7,291
-307 Reduced 1.21%
25,089 $540,000
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $372,629 - $1.13 Million
16,930 Added 199.98%
25,396 $576,000
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
1,329
Shares Held
496M
Call Options Held
350K
Put Options Held
28.3K
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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