Wealth Bridge Capital Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Wealth Bridge Capital Management, LLC

  • $342 Million
  • Q3 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 5,184 shares of SCHB stock, worth $120,424. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,184
Previous 5,379 3.63%
Holding current value
$120,424
Previous $338,000 1.78%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 07, 2024
SELL
$59.93 - $66.52 $11,686 - $12,971
-195 Reduced 3.63%
5,184 $344,000
Q1 2024

Apr 30, 2024
BUY
$54.61 - $61.05 $5,624 - $6,288
103 Added 1.95%
5,379 $328,000
Q4 2023

Feb 12, 2024
SELL
$47.61 - $55.91 $3,142 - $3,690
-66 Reduced 1.24%
5,276 $293,000
Q3 2023

Nov 08, 2023
SELL
$49.59 - $53.57 $98,981 - $106,925
-1,996 Reduced 27.2%
5,342 $266,000
Q2 2023

Aug 01, 2023
SELL
$47.08 - $51.7 $19,867 - $21,817
-422 Reduced 5.44%
7,338 $379,000
Q1 2023

May 10, 2023
SELL
$44.47 - $49.23 $152,131 - $168,415
-3,421 Reduced 30.6%
7,760 $371,000
Q4 2022

Jan 31, 2023
SELL
$41.94 - $47.81 $17,530 - $19,984
-418 Reduced 3.6%
11,181 $501,000
Q2 2022

Aug 12, 2022
SELL
$42.93 - $53.98 $12,750 - $16,032
-297 Reduced 2.5%
11,599 $513,000
Q1 2022

Apr 15, 2022
BUY
$49.15 - $56.85 $284,971 - $329,616
5,798 Added 95.08%
11,896 $635,000
Q4 2021

Feb 11, 2022
SELL
$51.87 - $56.86 $2,593 - $2,843
-50 Reduced 0.81%
6,098 $689,000
Q3 2021

Nov 12, 2021
SELL
$51.32 - $54.83 $256 - $274
-5 Reduced 0.08%
6,148 $638,000
Q2 2021

Aug 16, 2021
SELL
$48.92 - $52.14 $17,073 - $18,196
-349 Reduced 5.37%
6,153 $642,000
Q1 2021

May 17, 2021
SELL
$44.89 - $48.81 $11,132 - $12,104
-248 Reduced 3.67%
6,502 $629,000
Q4 2020

Feb 12, 2021
SELL
$39.03 - $45.5 $10,694 - $12,467
-274 Reduced 3.9%
6,750 $614,000
Q3 2020

Nov 13, 2020
SELL
$36.93 - $42.52 $2,141 - $2,466
-58 Reduced 0.82%
7,024 $559,000
Q2 2020

Aug 14, 2020
BUY
$28.84 - $38.49 $57 - $76
2 Added 0.03%
7,082 $520,000
Q1 2020

May 15, 2020
BUY
$26.18 - $40.44 $52 - $80
2 Added 0.03%
7,080 $428,000
Q4 2019

Feb 12, 2020
BUY
$34.47 - $38.58 $4,377 - $4,899
127 Added 1.83%
7,078 $544,000
Q3 2019

Nov 14, 2019
BUY
$35.32 - $36.13 $7,099 - $7,262
201 Added 2.98%
6,951 $494,000
Q2 2019

Aug 13, 2019
SELL
N/A
-925 Reduced 12.05%
6,750 $405,000
Q1 2019

May 15, 2019
BUY
N/A
925 Added 13.7%
7,675 $530,000
Q4 2018

Feb 14, 2019
BUY
N/A
6,750 New
6,750 $405,000

Others Institutions Holding SCHB

# of Institutions
1,179
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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