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

Unique Wealth, LLC

  • $354 Billion
  • Q1 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 8,767 shares of SCHB stock, worth $560,474. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,767
Previous 8,991 2.49%
Holding current value
$560,474
Previous $501 Million 6.93%
% of portfolio
0.15%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,123
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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