Wbh Advisory Inc Schwab Strategic Tr Long Term Transaction History

Wbh Advisory Inc

$1.07 Billion
Q4 2024

A detailed history of Wbh Advisory Inc transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Wbh Advisory Inc holds 40,216 shares of SCHQ stock, worth $1.29 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

40,216

Previous 67,371 40.31%

Holding current value

$1.29 Million

Previous $2.36 Million 46.41%

% of portfolio

0.12%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$31.33 - $35.13 $850,766 - $953,955	-27,155 Reduced 40.31%	40,216 $1.26 Million
Q3 2024 Oct 15, 2024	BUY	$32.17 - $35.98 $296,864 - $332,023	9,228 Added 15.87%	67,371 $2.36 Million
Q2 2024 Jul 11, 2024	SELL	$31.45 - $33.71 $804,019 - $861,796	-25,565 Reduced 30.54%	58,143 $1.91 Million
Q1 2024 Apr 16, 2024	SELL	$32.9 - $35.0 $530,512 - $564,375	-16,125 Reduced 16.15%	83,708 $2.82 Million
Q4 2023 Jan 09, 2024	BUY	$29.71 - $35.56 $1.57 Million - $1.87 Million	52,698 Added 111.8%	99,833 $3.5 Million
Q3 2023 Oct 10, 2023	SELL	$31.58 - $36.29 $915 - $1,052	-29 Reduced 0.06%	47,135 $1.49 Million
Q2 2023 Jul 12, 2023	BUY	$35.48 - $38.22 $1.67 Million - $1.8 Million	47,164 New	47,164 $1.71 Million

Others Institutions Holding SCHQ

# of Institutions

105

Shares Held

11.3M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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