A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Waterford Advisors, LLC holds 22,944 shares of SCHB stock, worth $508,897. This represents 0.13% of its overall portfolio holdings.

Number of Shares
22,944
Previous 7,648 200.0%
Holding current value
$508,897
Previous $508,000 2.36%
% of portfolio
0.13%
Previous 0.26%

Shares

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

Feb 14, 2025

BUY
$22.01 - $66.82 $336,664 - $1.02 Million
15,296 Added 200.0%
22,944 $520,000
Q4 2023

Feb 13, 2024

SELL
$47.61 - $55.91 $19,662 - $23,090
-413 Reduced 5.12%
7,648 $425,000
Q1 2023

May 02, 2023

SELL
$44.47 - $49.23 $1,334 - $1,476
-30 Reduced 0.37%
8,061 $386,000
Q4 2022

Feb 14, 2023

BUY
$41.94 - $47.81 $339,336 - $386,830
8,091 New
8,091 $363,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Waterford Advisors, LLC Portfolio

Follow Waterford Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Waterford Advisors, LLC with notifications on news.