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 $951,022. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,876
Previous 14,868 0.05%
Holding current value
$951,022
Previous $660,000 5.3%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
BUY
N/A
8 Added 0.05%
14,876 $625,000
Q2 2022

Aug 12, 2022
BUY
N/A
14,868 New
14,868 $660,000
Q4 2020

Feb 12, 2021
SELL
N/A
-10,086 Closed
0 $0
Q3 2020

Nov 30, 2020
SELL
N/A
-3,554 Reduced 26.06%
10,086 $803,000
Q2 2020

Aug 03, 2020
SELL
N/A
-14,204 Reduced 51.01%
13,640 $1.01 Million
Q1 2020

May 05, 2020
SELL
N/A
-4,500 Reduced 13.91%
27,844 $1.61 Million
Q4 2019

Feb 10, 2020
BUY
N/A
4,036 Added 14.26%
32,344 $2.49 Million
Q3 2019

Nov 04, 2019
SELL
N/A
-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
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
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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