Transform Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Transform Wealth, LLC

  • $1.02 Billion
  • Q1 2024

A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Transform Wealth, LLC holds 198,218 shares of SCHB stock, worth $12.7 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
198,218
Previous 166,744 18.88%
Holding current value
$12.7 Million
Previous $9.28 Million 30.37%
% of portfolio
1.18%
Previous 0.93%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$54.61 - $61.05 $1.72 Million - $1.92 Million
31,474 Added 18.88%
198,218 $12.1 Million
Q4 2023

Jan 18, 2024
BUY
$47.61 - $55.91 $108,884 - $127,866
2,287 Added 1.39%
166,744 $9.28 Million
Q3 2023

Oct 10, 2023
SELL
$49.59 - $53.57 $8.17 Million - $8.82 Million
-164,716 Reduced 50.04%
164,457 $8.2 Million
Q2 2023

Jul 13, 2023
SELL
$47.08 - $51.7 $24,905 - $27,349
-529 Reduced 0.16%
329,173 $17 Million
Q1 2023

Apr 14, 2023
BUY
$44.47 - $49.23 $8.76 Million - $9.69 Million
196,910 Added 148.28%
329,702 $15.8 Million
Q4 2022

Jan 12, 2023
BUY
$43.88 - $47.81 $5.56 Million - $6.05 Million
126,598 Added 2043.88%
132,792 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-178 Reduced 2.79%
6,194 $260,000
Q2 2022

Jul 15, 2022
SELL
N/A
-132 Reduced 2.03%
6,372 $282,000
Q1 2022

Apr 25, 2022
BUY
N/A
3,125 Added 92.48%
6,504 $347,000
Q4 2021

Jan 26, 2022
BUY
N/A
9 Added 0.27%
3,379 $382,000
Q3 2021

Oct 15, 2021
SELL
N/A
-92 Reduced 2.66%
3,370 $350,000
Q2 2021

Jul 20, 2021
BUY
N/A
167 Added 5.07%
3,462 $361,000
Q1 2021

Apr 22, 2021
BUY
N/A
75 Added 2.33%
3,295 $319,000
Q4 2020

Jan 20, 2021
BUY
N/A
68 Added 2.16%
3,220 $293,000
Q3 2020

Oct 21, 2020
SELL
N/A
-795 Reduced 20.14%
3,152 $251,000
Q2 2020

Jul 22, 2020
BUY
N/A
346 Added 9.61%
3,947 $290,000
Q1 2020

Apr 30, 2020
BUY
N/A
131 Added 3.78%
3,601 $218,000
Q4 2019

Jan 24, 2020
SELL
N/A
-39 Reduced 1.11%
3,470 $267,000
Q3 2019

Oct 24, 2019
SELL
N/A
-414 Reduced 10.55%
3,509 $249,000
Q2 2019

Jul 30, 2019
SELL
N/A
-29 Reduced 0.73%
3,923 $277,000
Q1 2019

Apr 12, 2019
SELL
N/A
-264 Reduced 6.26%
3,952 $269,000
Q3 2018

Oct 25, 2018
SELL
N/A
-1,681 Reduced 28.51%
4,216 $297,000
Q2 2018

Aug 03, 2018
SELL
N/A
-4,295 Reduced 42.14%
5,897 $389,000
Q1 2018

May 03, 2018
SELL
N/A
-3,591 Reduced 26.05%
10,192 $650,000
Q4 2017

Feb 08, 2018
BUY
N/A
505 Added 3.8%
13,783 $889,000
Q3 2017

Oct 19, 2017
BUY
N/A
13,278
13,278 $809,000

Others Institutions Holding SCHB

# of Institutions
1,126
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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