Spire Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Spire Wealth Management

  • $3.01 Billion
  • Q1 2024

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 14,156 shares of SCHB stock, worth $897,065. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,156
Previous 14,151 0.04%
Holding current value
$897,065
Previous $787,000 9.78%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$43.88 - $47.81 $43 - $47
1 Added 0.02%
4,893 $219,000
Q3 2022

Nov 07, 2022
SELL
N/A
-5,878 Reduced 54.58%
4,892 $205,000
Q2 2022

Jul 22, 2022
SELL
N/A
-6,108 Reduced 36.19%
10,770 $476,000
Q1 2022

Apr 18, 2022
BUY
N/A
5,856 Added 53.13%
16,878 $901,000
Q4 2021

Jan 14, 2022
SELL
N/A
-3,231 Reduced 22.67%
11,022 $1.25 Million
Q3 2021

Oct 22, 2021
BUY
N/A
455 Added 3.3%
14,253 $1.48 Million
Q2 2021

Jul 26, 2021
SELL
N/A
-1,375 Reduced 9.06%
13,798 $1.44 Million
Q1 2021

May 21, 2021
BUY
N/A
15,173 New
15,173 $1.46 Million

Others Institutions Holding SCHB

# of Institutions
1,122
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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