A detailed history of Waypoint Wealth Counsel transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Waypoint Wealth Counsel holds 33,242 shares of SCHB stock, worth $772,211. This represents 1.49% of its overall portfolio holdings.

Number of Shares
33,242
Previous 32,619 1.91%
Holding current value
$772,211
Previous $2.05 Billion 7.83%
% of portfolio
1.49%
Previous 1.57%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

BUY
$59.93 - $66.52 $37,336 - $41,441
623 Added 1.91%
33,242 $2.21 Billion
Q2 2024

Jul 19, 2024

SELL
$57.57 - $63.3 $72,595 - $79,821
-1,261 Reduced 3.72%
32,619 $2.05 Billion
Q1 2024

Apr 12, 2024

BUY
$54.61 - $61.05 $1,256 - $1,404
23 Added 0.07%
33,880 $2.07 Billion
Q4 2023

Apr 03, 2024

SELL
$47.61 - $55.91 $1.17 Million - $1.37 Million
-24,558 Reduced 42.04%
33,857 $1.88 Billion
Q3 2023

Apr 03, 2024

BUY
$49.59 - $53.57 $42,449 - $45,855
856 Added 1.49%
58,415 $2.91 Billion
Q2 2023

Apr 02, 2024

BUY
$47.08 - $51.7 $7,626 - $8,375
162 Added 0.28%
57,559 $2.98 Billion
Q1 2023

Apr 04, 2024

BUY
$44.47 - $49.23 $1.05 Million - $1.17 Million
23,690 Added 69.97%
57,547 $2.75 Billion
Q4 2022

Mar 22, 2024

BUY
$41.94 - $47.81 $2.41 Million - $2.74 Million
57,397 New
57,397 $2.57 Billion

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


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

Track Waypoint Wealth Counsel Portfolio

Follow Waypoint Wealth Counsel 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 Waypoint Wealth Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Counsel with notifications on news.