Sterling Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Sterling Wealth Management, Inc.

  • $271 Billion
  • Q4 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 22,939 shares of SCHB stock, worth $491,812. This represents 0.19% of its overall portfolio holdings.

Number of Shares
22,939
Previous 7,647 199.97%
Holding current value
$491,812
Previous $509 Million 2.37%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Feb 14, 2025
BUY
$22.01 - $66.82 $336,576 - $1.02 Million
15,292 Added 199.97%
22,939 $521 Million
Q3 2024

Nov 14, 2024
BUY
$59.93 - $66.52 $2,696 - $2,993
45 Added 0.59%
7,647 $509 Million
Q1 2024

May 15, 2024
BUY
$54.61 - $61.05 $415,145 - $464,102
7,602 New
7,602 $464 Million

Others Institutions Holding SCHB

# of Institutions
1,270
Shares Held
484M
Call Options Held
365K
Put Options Held
32.6K
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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