V Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

V Wealth Advisors LLC

  • $123 Million
  • Q3 2023

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023
BUY
$47.08 - $51.7 $22,833 - $25,074
485 Added 3.0%
16,674 $862,000
Q1 2023

May 02, 2023
BUY
$44.47 - $49.23 $1,511 - $1,673
34 Added 0.21%
16,189 $774,000
Q4 2022

Jan 20, 2023
BUY
$41.94 - $47.81 $1,761 - $2,008
42 Added 0.26%
16,155 $0
Q3 2022

Nov 04, 2022
BUY
$41.99 - $50.63 $1,595 - $1,923
38 Added 0.24%
16,113 $677,000
Q2 2022

Jul 27, 2022
BUY
$42.93 - $53.98 $472 - $593
11 Added 0.07%
16,075 $711,000
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $377,324 - $436,437
7,677 Added 91.53%
16,064 $858,000
Q4 2021

Feb 17, 2022
BUY
$51.87 - $56.86 $881 - $966
17 Added 0.2%
8,387 $947,000
Q3 2021

Oct 21, 2021
SELL
$51.32 - $54.83 $3,541 - $3,783
-69 Reduced 0.82%
8,370 $870,000
Q2 2021

Jul 27, 2021
BUY
$48.92 - $52.14 $587 - $625
12 Added 0.14%
8,439 $881,000
Q1 2021

Apr 20, 2021
BUY
$44.89 - $48.81 $29,492 - $32,068
657 Added 8.46%
8,427 $815,000
Q4 2020

Jan 25, 2021
BUY
$39.03 - $45.5 $303,263 - $353,535
7,770 New
7,770 $707,000
Q3 2020

Oct 13, 2020
SELL
$36.93 - $42.52 $166,480 - $191,680
-4,508 Closed
0 $0
Q2 2020

Jul 29, 2020
SELL
$28.84 - $38.49 $36,078 - $48,150
-1,251 Reduced 21.72%
4,508 $331,000
Q1 2020

May 12, 2020
SELL
$26.18 - $40.44 $76,314 - $117,882
-2,915 Reduced 33.61%
5,759 $348,000
Q3 2019

Nov 14, 2019
BUY
$35.32 - $36.13 $8,971 - $9,177
254 Added 3.02%
8,674 $616,000
Q2 2019

Jul 29, 2019
BUY
N/A
1,323 Added 18.64%
8,420 $599,000
Q1 2019

May 16, 2019
BUY
N/A
1,686 Added 31.16%
7,097 $498,000
Q4 2018

Jan 24, 2019
BUY
N/A
14 Added 0.26%
5,411 $335,000
Q3 2018

Oct 31, 2018
BUY
N/A
9 Added 0.17%
5,397 $379,000
Q2 2018

Jul 16, 2018
BUY
N/A
9 Added 0.17%
5,388 $365,000
Q1 2018

Apr 11, 2018
BUY
N/A
9 Added 0.17%
5,379 $335,000
Q4 2017

Jan 19, 2018
BUY
N/A
9 Added 0.17%
5,370 $359,000
Q3 2017

Oct 12, 2017
BUY
N/A
5,361
5,361 $327,000

Others Institutions Holding SCHB

# of Institutions
1,182
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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