Wealthgarden F.S. LLC Schwab Strategic Tr Us Broad M Transaction History

Wealthgarden F.S. LLC

  • $104 Billion
  • Q1 2025

A detailed history of Wealthgarden F.S. LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 20,484 shares of SCHB stock, worth $437,333. This represents 0.42% of its overall portfolio holdings.

Number of Shares
20,484
Previous 20,291 0.95%
Holding current value
$437,333
Previous $461 Million 4.25%
% of portfolio
0.42%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$21.23 - $23.75 $4,097 - $4,583
193 Added 0.95%
20,484 $441 Million
Q4 2024

Feb 03, 2025
BUY
$22.01 - $66.82 $368,865 - $1.12 Million
16,759 Added 474.49%
20,291 $461 Million
Q3 2024

Nov 14, 2024
SELL
$59.93 - $66.52 $288,802 - $320,559
-4,819 Reduced 57.71%
3,532 $235 Million
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $500,475 - $555,508
8,351 New
8,351 $556 Million

Others Institutions Holding SCHB

# of Institutions
1,288
Shares Held
486M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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