Sheets Smith Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Sheets Smith Wealth Management

  • $884 Million
  • Q1 2024

A detailed history of Sheets Smith Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sheets Smith Wealth Management holds 128,268 shares of SCHB stock, worth $8.17 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
128,268
Previous 124,468 3.05%
Holding current value
$8.17 Million
Previous $6.93 Million 13.0%
% of portfolio
0.89%
Previous 0.85%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$54.61 - $61.05 $207,518 - $231,990
3,800 Added 3.05%
128,268 $7.83 Million
Q4 2023

Feb 06, 2024
BUY
$47.61 - $55.91 $28,756 - $33,769
604 Added 0.49%
124,468 $6.93 Million
Q3 2023

Oct 23, 2023
SELL
$49.59 - $53.57 $144,306 - $155,888
-2,910 Reduced 2.3%
123,864 $6.17 Million
Q2 2023

Aug 09, 2023
SELL
$47.08 - $51.7 $163,603 - $179,657
-3,475 Reduced 2.67%
126,774 $6.55 Million
Q1 2023

May 26, 2023
BUY
$44.47 - $49.23 $5.79 Million - $6.41 Million
130,201 Added 271252.09%
130,249 $6.23 Million
Q1 2023

May 12, 2023
SELL
$44.47 - $49.23 $5.86 Million - $6.49 Million
-131,754 Reduced 99.96%
48 $2,000
Q4 2022

Mar 08, 2023
BUY
$43.88 - $47.81 $46,074 - $50,200
1,050 Added 0.8%
131,802 $5.91 Million
Q3 2022

Nov 01, 2022
BUY
N/A
2,009 Added 1.56%
130,752 $5.49 Million
Q2 2022

Jul 27, 2022
SELL
N/A
-4,309 Reduced 3.24%
128,743 $5.69 Million
Q1 2022

May 02, 2022
BUY
N/A
66,165 Added 98.92%
133,052 $7.1 Million
Q4 2021

Jan 20, 2022
SELL
N/A
-591 Reduced 0.88%
66,887 $7.56 Million
Q3 2021

Oct 15, 2021
BUY
N/A
482 Added 0.72%
67,478 $7.01 Million
Q2 2021

Aug 03, 2021
SELL
N/A
-824 Reduced 1.21%
66,996 $6.99 Million
Q1 2021

Apr 23, 2021
SELL
N/A
-2,555 Reduced 3.63%
67,820 $6.56 Million
Q4 2020

Jan 13, 2021
SELL
N/A
-9,798 Reduced 12.22%
70,375 $6.4 Million
Q3 2020

Oct 26, 2020
SELL
N/A
-26,713 Reduced 24.99%
80,173 $6.39 Million
Q2 2020

Jul 17, 2020
SELL
N/A
-6,512 Reduced 5.74%
106,886 $7.85 Million
Q1 2020

Apr 28, 2020
BUY
N/A
68,180 Added 150.78%
113,398 $6.85 Million
Q4 2019

Jan 24, 2020
SELL
N/A
-5,340 Reduced 10.56%
45,218 $3.48 Million
Q3 2019

Oct 28, 2019
BUY
N/A
1,528 Added 3.12%
50,558 $3.59 Million
Q2 2019

Jul 12, 2019
BUY
N/A
16,549 Added 50.95%
49,030 $3.46 Million
Q1 2019

May 13, 2019
BUY
N/A
996 Added 3.16%
32,481 $2.21 Million
Q4 2018

Jan 11, 2019
BUY
N/A
10,174 Added 47.74%
31,485 $1.89 Million
Q3 2018

Oct 15, 2018
SELL
N/A
-397 Reduced 1.83%
21,311 $1.5 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-27 Reduced 0.12%
21,708 $1.43 Million
Q1 2018

Apr 09, 2018
SELL
N/A
-130 Reduced 0.59%
21,735 $1.39 Million
Q4 2017

Jan 12, 2018
BUY
N/A
151 Added 0.7%
21,865 $1.41 Million
Q3 2017

Oct 12, 2017
BUY
N/A
21,714
21,714 $1.32 Million

Others Institutions Holding SCHB

# of Institutions
1,122
Shares Held
161M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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More about SCHB
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