U.S. Capital Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 13,981 shares of SCHB stock, worth $299,333. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,981
Previous 3,804 267.53%
Holding current value
$299,333
Previous $253,000 25.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 24, 2025
BUY
$22.01 - $66.82 $223,995 - $680,027
10,177 Added 267.53%
13,981 $317,000
Q2 2024

Jul 11, 2024
SELL
$57.57 - $63.3 $544,439 - $598,628
-9,457 Reduced 71.31%
3,804 $239,000
Q1 2024

May 10, 2024
BUY
$54.61 - $61.05 $546 - $610
10 Added 0.08%
13,261 $809,000
Q3 2023

Oct 19, 2023
SELL
$49.59 - $53.57 $23,356 - $25,231
-471 Reduced 3.43%
13,251 $660,000
Q2 2023

Aug 04, 2023
SELL
$47.08 - $51.7 $8,851 - $9,719
-188 Reduced 1.35%
13,722 $709,000
Q4 2022

Feb 03, 2023
SELL
$41.94 - $47.81 $4,739 - $5,402
-113 Reduced 0.81%
13,910 $623,000
Q3 2022

Nov 01, 2022
SELL
$41.99 - $50.63 $19,399 - $23,391
-462 Reduced 3.19%
14,023 $589,000
Q2 2022

Aug 12, 2022
BUY
$42.93 - $53.98 $42,071 - $52,900
980 Added 7.26%
14,485 $640,000
Q1 2022

May 12, 2022
BUY
$49.15 - $56.85 $324,979 - $375,892
6,612 Added 95.92%
13,505 $721,000
Q4 2021

Jan 21, 2022
BUY
$51.87 - $56.86 $232,429 - $254,789
4,481 Added 185.78%
6,893 $779,000
Q3 2021

Nov 01, 2021
BUY
$51.32 - $54.83 $123,783 - $132,249
2,412 New
2,412 $251,000

Others Institutions Holding SCHB

# of Institutions
1,265
Shares Held
422M
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
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