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

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 14,876 shares of SCHB stock, worth $384,395. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,876

Previous 14,868 0.05%

Holding current value

$384,395

Previous $660,000 5.3%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$41.99 - $50.63 $335 - $405	8 Added 0.05%	14,876 $625,000
Q2 2022 Aug 12, 2022	BUY	$42.93 - $53.98 $638,283 - $802,574	14,868 New	14,868 $660,000
Q4 2020 Feb 12, 2021	SELL	$39.03 - $45.5 $393,656 - $458,913	-10,086 Closed	0 $0
Q3 2020 Nov 30, 2020	SELL	$36.93 - $42.52 $131,249 - $151,116	-3,554 Reduced 26.06%	10,086 $803,000
Q2 2020 Aug 03, 2020	SELL	$28.84 - $38.49 $409,643 - $546,711	-14,204 Reduced 51.01%	13,640 $1.01 Million
Q1 2020 May 05, 2020	SELL	$26.18 - $40.44 $117,810 - $181,980	-4,500 Reduced 13.91%	27,844 $1.61 Million
Q4 2019 Feb 10, 2020	BUY	$34.47 - $38.58 $139,120 - $155,708	4,036 Added 14.26%	32,344 $2.49 Million
Q3 2019 Nov 04, 2019	SELL	$35.32 - $36.13 $497,446 - $508,854	-14,084 Reduced 33.22%	28,308 $1.99 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-405 Reduced 0.95%	42,392 $3 Million
Q1 2019 May 02, 2019	BUY	N/A	806 Added 1.92%	42,797 $0
Q4 2018 Feb 12, 2019	BUY	N/A	17,796 Added 73.55%	41,991 $2.56 Million
Q3 2018 Nov 07, 2018	BUY	N/A	255 Added 1.07%	24,195 $1.7 Million
Q2 2018 Sep 17, 2018	SELL	N/A	-2,894 Reduced 10.78%	23,940 $1.58 Million
Q1 2018 May 08, 2018	BUY	N/A	1,452 Added 5.72%	26,834 $1.71 Million
Q4 2017 Mar 08, 2018	BUY	N/A	2,240 Added 9.68%	25,382 $1.64 Million
Q3 2017 Nov 07, 2017	SELL	N/A	-250 Reduced 1.07%	23,142 $1.41 Million
Q2 2017 Aug 16, 2017	BUY	N/A	23,392	23,392 $1.37 Million

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR US BROAD M

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