Us Advisors Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Us Advisors Wealth Management, LLC

  • $284 Million
  • Q2 2024

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $1,007 - $1,215
24 Added 0.22%
11,180 $469,000
Q2 2022

Aug 12, 2022
SELL
$42.93 - $53.98 $56,495 - $71,037
-1,316 Reduced 10.55%
11,156 $493,000
Q1 2022

Jun 08, 2022
BUY
$49.15 - $56.85 $237,591 - $274,812
4,834 Added 63.29%
12,472 $666,000
Q4 2021

Feb 14, 2022
SELL
$51.87 - $56.86 $54,878 - $60,157
-1,058 Reduced 12.17%
7,638 $863,000
Q3 2021

Nov 03, 2021
BUY
$51.32 - $54.83 $446,278 - $476,801
8,696 New
8,696 $903,000
Q2 2021

Aug 09, 2021
SELL
$48.92 - $52.14 $468,017 - $498,823
-9,567 Closed
0 $0
Q1 2021

May 11, 2021
SELL
$44.89 - $48.81 $5.06 Million - $5.5 Million
-112,696 Reduced 92.18%
9,567 $925,000
Q4 2020

Feb 11, 2021
SELL
$39.03 - $45.5 $537,716 - $626,853
-13,777 Reduced 10.13%
122,263 $11.1 Million
Q3 2020

Nov 04, 2020
SELL
$36.93 - $42.52 $7,976 - $9,184
-216 Reduced 0.16%
136,040 $10.8 Million
Q2 2020

Aug 13, 2020
SELL
$28.84 - $38.49 $223,510 - $298,297
-7,750 Reduced 5.38%
136,256 $10 Million
Q1 2020

Apr 28, 2020
SELL
$26.18 - $40.44 $242,138 - $374,029
-9,249 Reduced 6.04%
144,006 $8.7 Million
Q4 2019

Feb 14, 2020
SELL
$34.47 - $38.58 $9,686 - $10,840
-281 Reduced 0.18%
153,255 $11.8 Million
Q3 2019

Nov 07, 2019
BUY
$35.32 - $36.13 $33,624 - $34,395
952 Added 0.62%
153,536 $10.9 Million
Q2 2019

Aug 09, 2019
BUY
N/A
1,919 Added 1.27%
152,584 $10.8 Million
Q1 2019

May 06, 2019
BUY
N/A
4,370 Added 2.99%
150,665 $10.3 Million
Q4 2018

Feb 08, 2019
BUY
N/A
3,457 Added 2.42%
146,295 $8.77 Million
Q3 2018

Oct 25, 2018
BUY
N/A
142,838 New
142,838 $10.1 Million

Others Institutions Holding SCHB

# of Institutions
1,161
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
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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