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

Wealthstream Advisors, Inc.

$502 Million
Q3 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 11,625 shares of SCHB stock, worth $271,676. This represents 0.15% of its overall portfolio holdings.

Number of Shares

11,625

Previous 11,795 1.44%

Holding current value

$271,676

Previous $741,000 4.32%

% of portfolio

0.15%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$59.93 - $66.52 $10,188 - $11,308	-170 Reduced 1.44%	11,625 $773,000
Q2 2024 Jul 29, 2024	BUY	$57.57 - $63.3 $19,516 - $21,458	339 Added 2.96%	11,795 $741,000
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

1,196

Shares Held

256M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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