Ullmann Wealth Partners Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Ullmann Wealth Partners Group, LLC

  • $774 Million
  • Q4 2024

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 55,028 shares of SCHB stock, worth $1.29 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
55,028
Previous 18,343 199.99%
Holding current value
$1.29 Million
Previous $1.22 Million 2.38%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Jan 14, 2025
BUY
$22.01 - $66.82 $807,436 - $2.45 Million
36,685 Added 199.99%
55,028 $1.25 Million
Q4 2023

Jan 11, 2024
BUY
$47.61 - $55.91 $95 - $111
2 Added 0.01%
18,343 $1.02 Million
Q3 2023

Oct 13, 2023
BUY
$49.59 - $53.57 $99 - $107
2 Added 0.01%
18,341 $914,000
Q2 2023

Jul 13, 2023
BUY
$47.08 - $51.7 $94 - $103
2 Added 0.01%
18,339 $948,000
Q1 2023

Apr 11, 2023
BUY
$44.47 - $49.23 $88 - $98
2 Added 0.01%
18,337 $877,000
Q4 2022

Jan 18, 2023
BUY
$41.94 - $47.81 $125 - $143
3 Added 0.02%
18,335 $0
Q3 2022

Oct 12, 2022
BUY
$41.99 - $50.63 $83 - $101
2 Added 0.01%
18,332 $770,000
Q1 2022

Apr 14, 2022
BUY
$49.15 - $56.85 $450,459 - $521,030
9,165 Added 100.0%
18,330 $979,000
Q3 2021

Oct 19, 2021
BUY
$51.32 - $54.83 $39,875 - $42,602
777 Added 9.26%
9,165 $952,000
Q1 2021

Apr 14, 2021
BUY
$44.89 - $48.81 $376,537 - $409,418
8,388 New
8,388 $811,000

Others Institutions Holding SCHB

# of Institutions
1,210
Shares Held
315M
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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