A detailed history of Thrive Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 84,125 shares of SCHB stock, worth $1.95 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
84,125
Previous 26,730 214.72%
Holding current value
$1.95 Million
Previous $1.78 Million 7.37%
% of portfolio
0.35%
Previous 0.33%

Shares

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

Jan 16, 2025

BUY
$22.01 - $66.82 $1.26 Million - $3.84 Million
57,395 Added 214.72%
84,125 $1.91 Million
Q3 2024

Oct 04, 2024

BUY
$59.93 - $66.52 $49,562 - $55,012
827 Added 3.19%
26,730 $1.78 Million
Q2 2024

Jul 12, 2024

BUY
$57.57 - $63.3 $243,751 - $268,012
4,234 Added 19.54%
25,903 $1.63 Million
Q1 2024

Apr 15, 2024

BUY
$54.61 - $61.05 $176,881 - $197,740
3,239 Added 17.57%
21,669 $1.32 Million
Q4 2023

Jan 09, 2024

BUY
$47.61 - $55.91 $71,986 - $84,535
1,512 Added 8.94%
18,430 $1.03 Million
Q3 2023

Oct 13, 2023

BUY
$49.59 - $53.57 $93,526 - $101,033
1,886 Added 12.55%
16,918 $843,000
Q2 2023

Jul 11, 2023

SELL
$47.08 - $51.7 $18,596 - $20,421
-395 Reduced 2.56%
15,032 $777,000
Q1 2023

Apr 07, 2023

SELL
$44.47 - $49.23 $1,867 - $2,067
-42 Reduced 0.27%
15,427 $738,000
Q4 2022

Jan 25, 2023

SELL
$41.94 - $47.81 $53,934 - $61,483
-1,286 Reduced 7.68%
15,469 $0
Q3 2022

Oct 24, 2022

BUY
$41.99 - $50.63 $80,032 - $96,500
1,906 Added 12.84%
16,755 $704,000
Q2 2022

Jul 11, 2022

BUY
$42.93 - $53.98 $176,699 - $222,181
4,116 Added 38.35%
14,849 $656,000
Q1 2022

May 02, 2022

BUY
$49.15 - $56.85 $320,408 - $370,605
6,519 Added 154.7%
10,733 $573,000
Q4 2021

Feb 14, 2022

BUY
$51.87 - $56.86 $218,580 - $239,608
4,214 New
4,214 $476,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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