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 $413,368. This represents 0.88% of its overall portfolio holdings.

Number of Shares
18,696
Previous 18,696 -0.0%
Holding current value
$413,368
Previous $1.18 Million 5.79%
% of portfolio
0.88%
Previous 0.88%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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