Southern Wealth Management, LLP Schwab Strategic Tr Us Broad M Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Southern Wealth Management, LLP holds 71,776 shares of SCHB stock, worth $4.57 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
71,776
Previous 61,026 17.62%
Holding current value
$4.57 Million
Previous $2.73 Million 25.6%
% of portfolio
1.33%
Previous 1.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$44.47 - $49.23 $478,052 - $529,222
10,750 Added 17.62%
71,776 $3.43 Million
Q4 2022

Feb 13, 2023
BUY
$43.88 - $47.81 $353,979 - $385,683
8,067 Added 15.23%
61,026 $2.73 Million
Q3 2022

Nov 14, 2022
BUY
N/A
357 Added 0.68%
52,959 $2.4 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-1,033 Reduced 1.93%
52,602 $2.32 Million
Q1 2022

May 16, 2022
BUY
N/A
27,200 Added 102.89%
53,635 $2.86 Million
Q4 2021

Feb 10, 2022
BUY
N/A
129 Added 0.49%
26,435 $2.99 Million
Q3 2021

Nov 15, 2021
BUY
N/A
111 Added 0.42%
26,306 $2.73 Million
Q2 2021

Aug 13, 2021
BUY
N/A
78 Added 0.3%
26,195 $2.81 Million
Q1 2021

May 17, 2021
BUY
N/A
155 Added 0.6%
26,117 $2.53 Million
Q4 2020

Feb 16, 2021
BUY
N/A
1,394 Added 5.67%
25,962 $2.36 Million
Q3 2020

Nov 25, 2020
SELL
N/A
-2,158 Reduced 8.07%
24,568 $1.96 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-8,808 Reduced 24.79%
26,726 $1.96 Million
Q1 2020

May 14, 2020
BUY
N/A
5,271 Added 17.42%
35,534 $2.15 Million
Q4 2019

May 14, 2020
BUY
N/A
30,263 New
30,263 $2.33 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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