Verity Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Verity Wealth Advisors

$133 Million
Q2 2024

A detailed history of Verity Wealth Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Verity Wealth Advisors holds 18,696 shares of SCHB stock, worth $1.24 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

18,696

Previous 18,696 -0.0%

Holding current value

$1.24 Million

Previous $1.14 Million 2.98%

% of portfolio

0.88%

Previous 0.88%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 26, 2023	SELL	$49.59 - $53.57 $3,272 - $3,535	-66 Reduced 0.35%	18,696 $931,000
Q1 2023 May 08, 2023	BUY	$44.47 - $49.23 $2,223 - $2,461	50 Added 0.27%	18,762 $897,000
Q2 2022 Jul 12, 2022	BUY	$42.93 - $53.98 $686 - $863	16 Added 0.09%	18,712 $827,000
Q1 2022 Apr 11, 2022	BUY	$49.15 - $56.85 $459,454 - $531,433	9,348 Added 100.0%	18,696 $998,000
Q3 2021 Oct 14, 2021	SELL	$51.32 - $54.83 $27,199 - $29,059	-530 Reduced 5.37%	9,348 $971,000
Q1 2021 May 10, 2021	SELL	$44.89 - $48.81 $23,567 - $25,625	-525 Reduced 5.05%	9,878 $955,000
Q3 2020 Oct 05, 2020	SELL	$36.93 - $42.52 $112,895 - $129,983	-3,057 Reduced 22.71%	10,403 $828,000
Q2 2019 Aug 01, 2019	SELL	N/A	-1 Reduced 0.01%	13,460 $949,000
Q1 2019 Apr 03, 2019	SELL	N/A	-2,858 Reduced 17.51%	13,461 $916,000
Q4 2018 Jan 25, 2019	BUY	N/A	16,319 New	16,319 $978,000

Others Institutions Holding SCHB

# of Institutions

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Verity Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Verity Wealth Advisors with notifications on news.

Account

Verity Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History