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

Tolleson Wealth Management, Inc.

  • $525 Million
  • Q3 2024

A detailed history of Tolleson Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 26,071 shares of SCHB stock, worth $613,189. This represents 0.33% of its overall portfolio holdings.

Number of Shares
26,071
Previous 27,615 5.59%
Holding current value
$613,189
Previous $1.74 Million 0.46%
% of portfolio
0.33%
Previous 0.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$59.93 - $66.52 $92,531 - $102,706
-1,544 Reduced 5.59%
26,071 $1.73 Million
Q4 2023

Feb 14, 2024
SELL
$47.61 - $55.91 $353,266 - $414,852
-7,420 Reduced 21.18%
27,615 $1.54 Million
Q3 2023

Nov 14, 2023
SELL
$49.59 - $53.57 $18,100 - $19,553
-365 Reduced 1.03%
35,035 $1.75 Million
Q1 2023

May 15, 2023
SELL
$44.47 - $49.23 $3,602 - $3,987
-81 Reduced 0.23%
35,400 $1.69 Million
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $868,087 - $1 Million
17,662 Added 99.12%
35,481 $1.89 Million
Q4 2021

Feb 14, 2022
SELL
$51.87 - $56.86 $16,909 - $18,536
-326 Reduced 1.8%
17,819 $2.01 Million
Q3 2021

Nov 15, 2021
SELL
$51.32 - $54.83 $70,718 - $75,555
-1,378 Reduced 7.06%
18,145 $1.89 Million
Q2 2021

Aug 13, 2021
BUY
$48.92 - $52.14 $484,797 - $516,707
9,910 Added 103.09%
19,523 $2.04 Million
Q3 2020

Nov 16, 2020
SELL
$36.93 - $42.52 $8,383 - $9,652
-227 Reduced 2.31%
9,613 $766,000
Q2 2020

Aug 14, 2020
SELL
$28.84 - $38.49 $86 - $115
-3 Reduced 0.03%
9,840 $723,000
Q1 2020

May 15, 2020
BUY
$26.18 - $40.44 $257,689 - $398,050
9,843 New
9,843 $595,000

Others Institutions Holding SCHB

# of Institutions
1,180
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
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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