A detailed history of Waypoint Wealth Partners Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 24,646 shares of SCHB stock, worth $544,923. This represents 0.47% of its overall portfolio holdings.

Number of Shares
24,646
Previous 24,646 -0.0%
Holding current value
$544,923
Previous $1.5 Million 2.99%
% of portfolio
0.47%
Previous 0.44%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

SELL
$47.08 - $51.7 $80,271 - $88,148
-1,705 Reduced 6.47%
24,646 $1.27 Million
Q1 2023

May 01, 2023

BUY
$44.47 - $49.23 $75,821 - $83,937
1,705 Added 6.92%
26,351 $1.26 Million
Q4 2022

Feb 01, 2023

SELL
$41.94 - $47.81 $44,372 - $50,582
-1,058 Reduced 4.12%
24,646 $1.1 Million
Q3 2022

Oct 26, 2022

BUY
$41.99 - $50.63 $25,277 - $30,479
602 Added 2.4%
25,704 $1.08 Million
Q1 2022

May 09, 2022

BUY
$49.15 - $56.85 $698,618 - $808,065
14,214 Added 130.55%
25,102 $1.34 Million
Q3 2021

Nov 09, 2021

BUY
$51.32 - $54.83 $11,700 - $12,501
228 Added 2.14%
10,888 $1.13 Million
Q2 2021

Aug 06, 2021

SELL
$48.92 - $52.14 $2,446 - $2,607
-50 Reduced 0.47%
10,660 $1.11 Million
Q1 2021

May 10, 2021

BUY
$44.89 - $48.81 $2,244 - $2,440
50 Added 0.47%
10,710 $1.04 Million
Q4 2020

Jan 29, 2021

BUY
$39.03 - $45.5 $416,059 - $485,030
10,660 New
10,660 $970,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


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