Topsail Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Topsail Wealth Management, LLC

  • $492 Billion
  • Q1 2025

A detailed history of Topsail Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 148,841 shares of SCHB stock, worth $3.18 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
148,841
Previous 143,708 3.57%
Holding current value
$3.18 Million
Previous $3.26 Billion 1.77%
% of portfolio
0.65%
Previous 0.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$21.23 - $23.75 $108,973 - $121,908
5,133 Added 3.57%
148,841 $3.2 Billion
Q4 2024

Feb 14, 2025
BUY
$22.01 - $66.82 $3.16 Million - $9.6 Million
143,708 New
143,708 $3.26 Billion

Others Institutions Holding SCHB

# of Institutions
1,270
Shares Held
478M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Topsail Wealth Management, LLC Portfolio

Follow Topsail Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Topsail Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topsail Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email