Wealthspire Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,003,918 shares of SCHB stock, worth $22.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,003,918
Previous 507,103 97.97%
Holding current value
$22.8 Million
Previous $11.5 Million 87.77%
% of portfolio
0.13%
Previous 0.12%

Shares

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

May 09, 2025
BUY
$21.23 - $23.75 $10.5 Million - $11.8 Million
496,815 Added 97.97%
1,003,918 $21.6 Million
Q4 2024

Feb 03, 2025
BUY
$22.01 - $66.82 $7.41 Million - $22.5 Million
336,858 Added 197.87%
507,103 $11.5 Million
Q3 2024

Nov 13, 2024
BUY
$59.93 - $66.52 $6.48 Million - $7.19 Million
108,080 Added 173.86%
170,245 $11.3 Million
Q2 2024

Aug 08, 2024
BUY
$57.57 - $63.3 $35,808 - $39,372
622 Added 1.01%
62,165 $3.91 Million
Q1 2024

May 06, 2024
SELL
$54.61 - $61.05 $72,849 - $81,440
-1,334 Reduced 2.12%
61,543 $3.76 Million
Q4 2023

Feb 06, 2024
BUY
$47.61 - $55.91 $2.04 Million - $2.4 Million
42,910 Added 214.9%
62,877 $3.5 Million
Q3 2023

Nov 06, 2023
BUY
$49.59 - $53.57 $171,482 - $185,245
3,458 Added 20.95%
19,967 $995,000
Q2 2023

Jul 31, 2023
SELL
$47.08 - $51.7 $48,162 - $52,889
-1,023 Reduced 5.84%
16,509 $853,000
Q1 2023

May 09, 2023
BUY
$44.47 - $49.23 $779,648 - $863,100
17,532 New
17,532 $838,000
Q2 2022

Aug 09, 2022
BUY
$42.93 - $53.98 $230,834 - $290,250
5,377 New
5,377 $238,000
Q4 2021

Feb 14, 2022
SELL
$51.87 - $56.86 $287,204 - $314,833
-5,537 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$51.32 - $54.83 $284,158 - $303,593
5,537 New
5,537 $575,000

Others Institutions Holding SCHB

# of Institutions
1,291
Shares Held
488M
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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