Valtinson Bruner Financial Planning LLC Schwab Strategic Tr Us Broad M Transaction History

Valtinson Bruner Financial Planning LLC

  • $242 Million
  • Q4 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 12,843 shares of SCHB stock, worth $294,361. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,843
Previous 4,281 200.0%
Holding current value
$294,361
Previous $284,000 2.46%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Feb 10, 2025
BUY
$22.01 - $66.82 $188,449 - $572,112
8,562 Added 200.0%
12,843 $291,000
Q3 2024

Nov 05, 2024
BUY
$59.93 - $66.52 $256,560 - $284,772
4,281 New
4,281 $284,000

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
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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