Trevian Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Trevian Wealth Management LLC

  • $136 Million
  • Q4 2024

A detailed history of Trevian Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Trevian Wealth Management LLC holds 10,022 shares of SCHB stock, worth $234,113. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,022
Previous 3,341 199.97%
Holding current value
$234,113
Previous $222,000 2.7%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Jan 23, 2025
BUY
$22.01 - $66.82 $147,048 - $446,424
6,681 Added 199.97%
10,022 $228,000
Q3 2024

Oct 09, 2024
BUY
$59.93 - $66.52 $200,226 - $222,243
3,341 New
3,341 $222,000
Q1 2024

Apr 26, 2024
BUY
$54.61 - $61.05 $181,960 - $203,418
3,332 New
3,332 $203,000

Others Institutions Holding SCHB

# of Institutions
1,202
Shares Held
300M
Call Options Held
191K
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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