Wealthsource Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthsource Partners, LLC holds 7,495 shares of SCHB stock, worth $176,882. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,495
Previous 7,493 0.03%
Holding current value
$176,882
Previous $373,000 11.8%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$47.61 - $55.91 $95 - $111
2 Added 0.03%
7,495 $417,000
Q3 2023

Nov 09, 2023
SELL
$49.59 - $53.57 $9,570 - $10,339
-193 Reduced 2.51%
7,493 $373,000
Q2 2023

Aug 14, 2023
BUY
$47.08 - $51.7 $6,920 - $7,599
147 Added 1.95%
7,686 $397,000
Q1 2023

May 15, 2023
BUY
$44.47 - $49.23 $222 - $246
5 Added 0.07%
7,539 $360,000
Q4 2022

Feb 09, 2023
SELL
$41.94 - $47.81 $35,732 - $40,734
-852 Reduced 10.16%
7,534 $337,000
Q3 2022

Nov 14, 2022
SELL
$41.99 - $50.63 $26,663 - $32,150
-635 Reduced 7.04%
8,386 $352,000
Q2 2022

Aug 10, 2022
BUY
$42.93 - $53.98 $387,271 - $486,953
9,021 New
9,021 $399,000
Q1 2020

May 12, 2020
SELL
$26.18 - $40.44 $82,440 - $127,345
-3,149 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
$34.47 - $38.58 $206 - $231
-6 Reduced 0.19%
3,149 $242,000
Q3 2019

Nov 15, 2019
SELL
$35.32 - $36.13 $32,035 - $32,769
-907 Reduced 22.33%
3,155 $224,000
Q2 2019

Aug 09, 2019
BUY
N/A
4,062 New
4,062 $286,000
Q1 2019

May 16, 2019
SELL
N/A
-3,551 Closed
0 $0
Q4 2018

Feb 06, 2019
BUY
N/A
3,551 New
3,551 $213,000

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
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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