Wealth Architects, LLC Schwab Strategic Tr Us Broad M Transaction History

Wealth Architects, LLC

  • $739 Million
  • Q1 2024

A detailed history of Wealth Architects, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Architects, LLC holds 20,025 shares of SCHB stock, worth $1.28 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,025
Previous 22,756 12.0%
Holding current value
$1.28 Million
Previous $1.27 Million 3.48%
% of portfolio
0.17%
Previous 0.18%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$54.61 - $61.05 $149,139 - $166,727
-2,731 Reduced 12.0%
20,025 $1.22 Million
Q4 2023

Feb 14, 2024
BUY
$47.61 - $55.91 $571 - $670
12 Added 0.05%
22,756 $1.27 Million
Q3 2023

Nov 09, 2023
BUY
$49.59 - $53.57 $25,340 - $27,374
511 Added 2.3%
22,744 $1.13 Million
Q2 2023

Aug 02, 2023
BUY
$47.08 - $51.7 $282 - $310
6 Added 0.03%
22,233 $1.15 Million
Q1 2023

Apr 21, 2023
SELL
$44.47 - $49.23 $14,141 - $15,655
-318 Reduced 1.41%
22,227 $1.06 Million
Q4 2022

Feb 09, 2023
BUY
$43.88 - $47.81 $482 - $525
11 Added 0.05%
22,545 $1.01 Million
Q3 2022

Oct 24, 2022
BUY
N/A
186 Added 0.83%
22,534 $946,000
Q2 2022

Jul 29, 2022
BUY
N/A
11,837 Added 112.62%
22,348 $988,000
Q1 2022

May 17, 2022
BUY
N/A
6,676 Added 174.08%
10,511 $561,000
Q4 2021

Jan 19, 2022
BUY
N/A
975 Added 34.09%
3,835 $433,000
Q3 2021

Nov 09, 2021
SELL
N/A
-3 Reduced 0.1%
2,860 $0
Q4 2020

Jan 28, 2021
BUY
N/A
4 Added 0.14%
2,863 $260,000
Q3 2020

Nov 09, 2020
BUY
N/A
2 Added 0.07%
2,859 $228,000
Q2 2020

Aug 14, 2020
SELL
N/A
-3,275 Reduced 53.41%
2,857 $210,000
Q1 2020

Apr 23, 2020
BUY
N/A
2,689 Added 78.1%
6,132 $371,000
Q4 2019

Jan 28, 2020
BUY
N/A
10 Added 0.29%
3,443 $265,000
Q3 2019

Oct 23, 2019
BUY
N/A
14 Added 0.41%
3,433 $244,000
Q2 2019

Jul 12, 2019
BUY
N/A
7 Added 0.21%
3,419 $241,000
Q1 2019

May 01, 2019
BUY
N/A
11 Added 0.32%
3,412 $232,000
Q4 2018

Jan 17, 2019
BUY
N/A
13 Added 0.38%
3,401 $204,000
Q3 2018

Oct 04, 2018
SELL
N/A
-140 Reduced 3.97%
3,388 $239,000
Q2 2018

Jul 19, 2018
BUY
N/A
148 Added 4.38%
3,528 $233,000
Q1 2018

Apr 13, 2018
BUY
N/A
1 Added 0.03%
3,380 $216,000
Q4 2017

Jan 31, 2018
SELL
N/A
-501 Reduced 12.91%
3,379 $218,000
Q3 2017

Nov 08, 2017
BUY
N/A
3 Added 0.08%
3,880 $236,000
Q2 2017

Aug 10, 2017
BUY
N/A
3,877
3,877 $226,000

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, 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 Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email