A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Spire Wealth Management holds 9,307 shares of SCHB stock, worth $210,803. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,307
Previous 9,619 3.24%
Holding current value
$210,803
Previous $604,000 2.48%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 15, 2024

SELL
$59.93 - $66.52 $18,698 - $20,754
-312 Reduced 3.24%
9,307 $619,000
Q2 2024

Jul 31, 2024

SELL
$57.57 - $63.3 $261,195 - $287,192
-4,537 Reduced 32.05%
9,619 $604,000
Q1 2024

Apr 24, 2024

BUY
$54.61 - $61.05 $273 - $305
5 Added 0.04%
14,156 $864,000
Q4 2023

Feb 06, 2024

SELL
$47.61 - $55.91 $21,948 - $25,774
-461 Reduced 3.15%
14,151 $787,000
Q3 2023

Nov 08, 2023

BUY
$49.59 - $53.57 $6,446 - $6,964
130 Added 0.9%
14,612 $728,000
Q2 2023

Aug 09, 2023

BUY
$47.08 - $51.7 $188 - $206
4 Added 0.03%
14,482 $748,000
Q1 2023

May 09, 2023

BUY
$44.47 - $49.23 $426,244 - $471,869
9,585 Added 195.89%
14,478 $692,000
Q4 2022

Feb 03, 2023

BUY
$41.94 - $47.81 $41 - $47
1 Added 0.02%
4,893 $219,000
Q3 2022

Nov 07, 2022

SELL
$41.99 - $50.63 $246,817 - $297,603
-5,878 Reduced 54.58%
4,892 $205,000
Q2 2022

Jul 22, 2022

SELL
$42.93 - $53.98 $262,216 - $329,709
-6,108 Reduced 36.19%
10,770 $476,000
Q1 2022

Apr 18, 2022

BUY
$49.15 - $56.85 $287,822 - $332,913
5,856 Added 53.13%
16,878 $901,000
Q4 2021

Jan 14, 2022

SELL
$51.87 - $56.86 $167,591 - $183,714
-3,231 Reduced 22.67%
11,022 $1.25 Million
Q3 2021

Oct 22, 2021

BUY
$51.32 - $54.83 $23,350 - $24,947
455 Added 3.3%
14,253 $1.48 Million
Q2 2021

Jul 26, 2021

SELL
$48.92 - $52.14 $67,265 - $71,692
-1,375 Reduced 9.06%
13,798 $1.44 Million
Q1 2021

May 21, 2021

BUY
$44.89 - $48.81 $681,115 - $740,594
15,173 New
15,173 $1.46 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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