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

Sterling Group Wealth Management, LLC

$188 Million
Q3 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 17,567 shares of SCHB stock, worth $388,406. This represents 0.62% of its overall portfolio holdings.

Number of Shares

17,567

Previous 17,455 0.64%

Holding current value

$388,406

Previous $1.1 Million 6.47%

% of portfolio

0.62%

Previous 0.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,159

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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