Wbh Advisory Inc Schwab Strategic Tr Long Term Transaction History

Wbh Advisory Inc

  • $964 Million
  • Q1 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 83,708 shares of SCHQ stock, worth $2.75 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
83,708
Previous 99,833 16.15%
Holding current value
$2.75 Million
Previous $3.5 Million 19.39%
% of portfolio
0.29%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
90
Shares Held
13M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track Wbh Advisory Inc Portfolio

Follow Wbh Advisory Inc 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 Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email