Simplicity Wealth,Llc Schwab Strategic Tr Us Broad M Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,629 shares of SCHB stock, worth $108,966. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,629
Previous 5,488 15.65%
Holding current value
$108,966
Previous $345,000 11.01%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Oct 09, 2024
SELL
$59.93 - $66.52 $51,479 - $57,140
-859 Reduced 15.65%
4,629 $307,000
Q2 2024

Jul 10, 2024
SELL
$57.57 - $63.3 $135,174 - $148,628
-2,348 Reduced 29.96%
5,488 $345,000
Q1 2024

Apr 24, 2024
BUY
$54.61 - $61.05 $427,923 - $478,387
7,836 New
7,836 $478,000

Others Institutions Holding SCHB

# of Institutions
1,186
Shares Held
210M
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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