Sterling Group Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Sterling Group Wealth Management, LLC

  • $192 Million
  • Q4 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 51,715 shares of SCHB stock, worth $1.21 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
51,715
Previous 17,567 194.39%
Holding current value
$1.21 Million
Previous $1.17 Million 0.43%
% of portfolio
0.61%
Previous 0.62%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$22.01 - $66.82 $751,597 - $2.28 Million
34,148 Added 194.39%
51,715 $1.17 Million
Q3 2024

Oct 07, 2024
BUY
$59.93 - $66.52 $6,712 - $7,450
112 Added 0.64%
17,567 $1.17 Million
Q2 2024

Jul 15, 2024
BUY
$57.57 - $63.3 $1 Million - $1.1 Million
17,455 New
17,455 $1.1 Million
Q4 2023

Jan 12, 2024
BUY
$47.61 - $55.91 $200,723 - $235,716
4,216 Added 71.11%
10,145 $565 Million
Q3 2023

Oct 11, 2023
BUY
$49.59 - $53.57 $1,090 - $1,178
22 Added 0.37%
5,929 $296 Million
Q2 2023

Jul 06, 2023
BUY
$47.08 - $51.7 $1,035 - $1,137
22 Added 0.37%
5,907 $305 Million
Q1 2023

Apr 21, 2023
BUY
$44.47 - $49.23 $1,022 - $1,132
23 Added 0.39%
5,885 $282 Million
Q4 2022

Feb 17, 2023
BUY
$41.94 - $47.81 $245,852 - $280,262
5,862 New
5,862 $263 Million

Others Institutions Holding SCHB

# of Institutions
1,196
Shares Held
256M
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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