Sig Fig Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Sig Fig Wealth Management, LLC

  • $2.73 Billion
  • Q1 2024

A detailed history of Sig Fig Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sig Fig Wealth Management, LLC holds 180,053 shares of SCHB stock, worth $11.5 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
180,053
Previous 191,712 6.08%
Holding current value
$11.5 Million
Previous $10.7 Million 3.0%
% of portfolio
0.4%
Previous 0.4%

Shares

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

May 10, 2024
SELL
$54.61 - $61.05 $636,697 - $711,781
-11,659 Reduced 6.08%
180,053 $11 Million
Q4 2023

Feb 08, 2024
BUY
$47.61 - $55.91 $28,946 - $33,993
608 Added 0.32%
191,712 $10.7 Million
Q3 2023

Nov 09, 2023
SELL
$49.59 - $53.57 $1.19 Million - $1.28 Million
-23,977 Reduced 11.15%
191,104 $9.53 Million
Q2 2023

Jul 27, 2023
SELL
$47.08 - $51.7 $140,157 - $153,910
-2,977 Reduced 1.37%
215,081 $11.1 Million
Q1 2023

May 03, 2023
BUY
$44.47 - $49.23 $217,369 - $240,636
4,888 Added 2.29%
218,058 $10.4 Million
Q4 2022

Feb 03, 2023
SELL
$43.88 - $47.81 $143,487 - $156,338
-3,270 Reduced 1.51%
213,170 $9.55 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-18,448 Reduced 7.85%
216,440 $12 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-20,203 Reduced 7.92%
234,888 $12.4 Million
Q1 2022

May 10, 2022
BUY
N/A
133,103 Added 109.11%
255,091 $13.6 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-1,852 Reduced 1.5%
121,988 $12.9 Million
Q3 2021

Oct 13, 2021
SELL
N/A
-4,249 Reduced 3.32%
123,840 $12.8 Million
Q2 2021

Aug 10, 2021
BUY
N/A
7,640 Added 6.34%
128,089 $13.3 Million
Q1 2021

May 12, 2021
BUY
N/A
5,759 Added 5.02%
120,449 $11.6 Million
Q4 2020

Feb 08, 2021
BUY
N/A
11,358 Added 10.99%
114,690 $10.4 Million
Q3 2020

Nov 13, 2020
BUY
N/A
8,840 Added 9.36%
103,332 $8.13 Million
Q2 2020

Aug 04, 2020
SELL
N/A
-2,030 Reduced 2.1%
94,492 $6.9 Million
Q1 2020

May 05, 2020
SELL
N/A
-9,535 Reduced 8.99%
96,522 $5.83 Million
Q4 2019

Jan 28, 2020
SELL
N/A
-1,054 Reduced 0.98%
106,057 $8.15 Million
Q3 2019

Nov 12, 2019
BUY
N/A
2,012 Added 1.91%
107,111 $7.61 Million
Q2 2019

Aug 05, 2019
BUY
N/A
2,279 Added 2.22%
105,099 $7.41 Million
Q1 2019

May 01, 2019
SELL
N/A
-3,585 Reduced 3.37%
102,820 $7 Million
Q4 2018

Jan 30, 2019
BUY
N/A
1,824 Added 1.74%
106,405 $6.32 Million
Q3 2018

Oct 10, 2018
SELL
N/A
-3,960 Reduced 3.65%
104,581 $7.36 Million
Q2 2018

Jul 16, 2018
SELL
N/A
-5,765 Reduced 5.04%
108,541 $7.16 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-10,021 Reduced 8.06%
114,306 $7.29 Million
Q4 2017

Jan 23, 2018
BUY
N/A
11,496 Added 10.19%
124,327 $8.05 Million
Q3 2017

Oct 25, 2017
BUY
N/A
112,831
112,831 $6.87 Million

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
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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