Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Broad M Transaction History

Wealthcare Advisory Partners LLC

  • $3.14 Billion
  • Q2 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 70,571 shares of SCHB stock, worth $4.67 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
70,571
Previous 68,058 3.69%
Holding current value
$4.67 Million
Previous $4.15 Million 6.79%
% of portfolio
0.14%
Previous 0.14%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$57.57 - $63.3 $144,673 - $159,072
2,513 Added 3.69%
70,571 $4.44 Million
Q1 2024

Apr 15, 2024
BUY
$54.61 - $61.05 $485,046 - $542,246
8,882 Added 15.01%
68,058 $4.15 Million
Q4 2023

Feb 06, 2024
SELL
$47.61 - $55.91 $77,413 - $90,909
-1,626 Reduced 2.67%
59,176 $3.29 Million
Q3 2023

Oct 12, 2023
SELL
$49.59 - $53.57 $457,814 - $494,558
-9,232 Reduced 13.18%
60,802 $3.03 Million
Q2 2023

Jul 17, 2023
BUY
$47.08 - $51.7 $2,824 - $3,102
60 Added 0.09%
70,034 $3.62 Million
Q1 2023

May 04, 2023
BUY
$44.47 - $49.23 $15,875 - $17,575
357 Added 0.51%
69,974 $3.35 Million
Q4 2022

Feb 13, 2023
BUY
$41.94 - $47.81 $61,358 - $69,946
1,463 Added 2.15%
69,617 $3.12 Million
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $71,173 - $85,817
1,695 Added 2.55%
68,154 $2.86 Million
Q2 2022

Aug 15, 2022
BUY
$42.93 - $53.98 $2.65 Million - $3.34 Million
61,822 Added 1333.23%
66,459 $2.94 Million
Q1 2022

Apr 15, 2022
BUY
$49.15 - $56.85 $108,621 - $125,638
2,210 Added 91.06%
4,637 $248,000
Q4 2021

Feb 11, 2022
BUY
$51.87 - $56.86 $13,174 - $14,442
254 Added 11.69%
2,427 $0
Q2 2021

Aug 16, 2021
SELL
$48.92 - $52.14 $342 - $364
-7 Reduced 0.32%
2,173 $227,000
Q1 2021

Apr 30, 2021
SELL
$44.89 - $48.81 $36,046 - $39,194
-803 Reduced 26.92%
2,180 $211,000
Q3 2020

Oct 29, 2020
SELL
$36.93 - $42.52 $258 - $297
-7 Reduced 0.23%
2,983 $238,000
Q2 2020

Jul 29, 2020
BUY
$28.84 - $38.49 $230 - $307
8 Added 0.27%
2,990 $220,000
Q1 2020

Apr 29, 2020
SELL
$26.18 - $40.44 $7,932 - $12,253
-303 Reduced 9.22%
2,982 $180,000
Q4 2019

Jan 29, 2020
BUY
$34.47 - $38.58 $34 - $38
1 Added 0.03%
3,285 $253,000
Q3 2019

Oct 17, 2019
BUY
$35.32 - $36.13 $35 - $36
1 Added 0.03%
3,284 $233,000
Q2 2019

Jul 30, 2019
SELL
N/A
-251 Reduced 7.1%
3,283 $232,000
Q1 2019

May 13, 2019
BUY
N/A
822 Added 30.31%
3,534 $240,000
Q4 2018

Feb 14, 2019
BUY
N/A
2,044 Added 305.99%
2,712 $163,000
Q2 2018

Aug 14, 2018
SELL
N/A
-866 Reduced 56.45%
668 $44,000
Q1 2018

May 15, 2018
BUY
N/A
672 Added 77.96%
1,534 $98,000
Q4 2017

Feb 14, 2018
BUY
N/A
4 Added 0.47%
862 $56,000
Q3 2017

Nov 15, 2017
BUY
N/A
858
858 $52,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
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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