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

Ten Capital Wealth Advisors, LLC

  • $341 Million
  • Q2 2023

A detailed history of Ten Capital Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ten Capital Wealth Advisors, LLC holds 6,250 shares of SCHB stock, worth $413,937. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,250
Previous 8,884 29.65%
Holding current value
$413,937
Previous $425,000 24.0%
% of portfolio
0.09%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$47.08 - $51.7 $124,008 - $136,177
-2,634 Reduced 29.65%
6,250 $323,000
Q1 2023

May 04, 2023
BUY
$44.47 - $49.23 $199,403 - $220,747
4,484 Added 101.91%
8,884 $425,000
Q1 2022

May 09, 2022
BUY
$49.15 - $56.85 $108,130 - $125,070
2,200 Added 100.0%
4,400 $235,000
Q3 2021

Nov 12, 2021
BUY
$51.32 - $54.83 $112,904 - $120,626
2,200 New
2,200 $228,000
Q2 2021

Aug 12, 2021
SELL
$48.92 - $52.14 $10,273 - $10,949
-210 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$44.89 - $48.81 $9,426 - $10,250
210 New
210 $20,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
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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