Verity Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Verity Wealth Advisors

$135 Million
Q1 2025

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 56,088 shares of SCHB stock, worth $1.27 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

56,088

Previous 56,088 -0.0%

Holding current value

$1.27 Million

Previous $1.27 Million 5.18%

% of portfolio

0.9%

Previous 0.92%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$22.01 - $66.82 $822,997 - $2.5 Million	37,392 Added 200.0%	56,088 $1.27 Million
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

1,294

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Verity Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History