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

Sterling Wealth Management, Inc.

  • $293 Billion
  • Q2 2025

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 $590,220. This represents 0.19% of its overall portfolio holdings.

Number of Shares
22,939
Previous 22,939 -0.0%
Holding current value
$590,220
Previous $521 Million 4.98%
% 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
1,347
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Sterling Wealth Management, Inc. Portfolio

Follow Sterling Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email