Wealthstream Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Wealthstream Advisors, Inc.

  • $255 Million
  • Q1 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 11,456 shares of SCHB stock, worth $733,413. This represents 0.27% of its overall portfolio holdings.

Number of Shares
11,456
Previous 9,494 20.67%
Holding current value
$733,413
Previous $528,000 32.39%
% of portfolio
0.27%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$54.61 - $61.05 $107,144 - $119,780
1,962 Added 20.67%
11,456 $699,000
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $181,203 - $212,793
3,806 Added 66.91%
9,494 $528,000
Q3 2023

Nov 06, 2023
BUY
$49.59 - $53.57 $20,083 - $21,695
405 Added 7.67%
5,688 $283,000
Q2 2023

Aug 02, 2023
BUY
$47.08 - $51.7 $248,723 - $273,131
5,283 New
5,283 $273,000

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
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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