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

Unique Wealth, LLC

  • $437 Billion
  • Q3 2024

A detailed history of Unique Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Unique Wealth, LLC holds 9,187 shares of SCHB stock, worth $214,883. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,187
Previous 8,524 7.78%
Holding current value
$214,883
Previous $536 Million 14.04%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024
BUY
$59.93 - $66.52 $39,733 - $44,102
663 Added 7.78%
9,187 $611 Million
Q2 2024

Jul 18, 2024
SELL
$57.57 - $63.3 $13,989 - $15,381
-243 Reduced 2.77%
8,524 $536 Million
Q1 2024

Apr 11, 2024
SELL
$54.61 - $61.05 $12,232 - $13,675
-224 Reduced 2.49%
8,767 $535 Million
Q4 2023

Jan 11, 2024
SELL
$47.61 - $55.91 $5,094 - $5,982
-107 Reduced 1.18%
8,991 $501 Million
Q2 2023

Jul 21, 2023
BUY
$47.08 - $51.7 $428,333 - $470,366
9,098 New
9,098 $470 Million

Others Institutions Holding SCHB

# of Institutions
1,181
Shares Held
167M
Call Options Held
172K
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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