Weinberger Asset Management, Inc Schwab Strategic Tr Us Broad M Transaction History

Weinberger Asset Management, Inc

$239 Billion
Q4 2024

A detailed history of Weinberger Asset Management, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 555,774 shares of SCHB stock, worth $13 Million. This represents 5.27% of its overall portfolio holdings.

Number of Shares

555,774

Previous 187,781 195.97%

Holding current value

$13 Million

Previous $12.5 Billion 1.0%

% of portfolio

5.27%

Previous 5.32%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$22.01 - $66.82 $8.1 Million - $24.6 Million	367,993 Added 195.97%	555,774 $12.6 Billion
Q3 2024 Feb 04, 2025	BUY	$59.93 - $66.52 $275,917 - $306,258	4,604 Added 2.51%	187,781 $12.5 Billion
Q2 2024 Feb 04, 2025	SELL	$57.57 - $63.3 $221,414 - $243,451	-3,846 Reduced 2.06%	183,177 $11.5 Billion
Q1 2024 Feb 04, 2025	SELL	$54.61 - $61.05 $37,899 - $42,368	-694 Reduced 0.37%	187,023 $11.4 Billion
Q4 2023 Feb 04, 2025	SELL	$47.61 - $55.91 $152,018 - $178,520	-3,193 Reduced 1.67%	187,717 $10.5 Billion
Q3 2023 Feb 04, 2025	SELL	$49.59 - $53.57 $33,671 - $36,374	-679 Reduced 0.35%	190,910 $9.52 Billion
Q2 2023 Feb 04, 2025	SELL	$47.08 - $51.7 $280,926 - $308,493	-5,967 Reduced 3.02%	191,589 $9.91 Billion
Q1 2023 Feb 04, 2025	BUY	$44.47 - $49.23 $45,359 - $50,214	1,020 Added 0.52%	197,556 $9.45 Billion
Q4 2022 Feb 04, 2025	BUY	$41.94 - $47.81 $91,638 - $104,464	2,185 Added 1.12%	196,536 $8.81 Billion
Q3 2022 Feb 04, 2025	BUY	$41.99 - $50.63 $289,814 - $349,448	6,902 Added 3.68%	194,351 $8.16 Billion
Q2 2022 Feb 04, 2025	BUY	$42.93 - $53.98 $882,683 - $1.11 Million	20,561 Added 12.32%	187,449 $8.28 Billion
Q1 2022 Feb 04, 2025	BUY	$49.15 - $56.85 $4.26 Million - $4.93 Million	86,638 Added 107.96%	166,888 $8.91 Billion
Q4 2021 Feb 04, 2025	BUY	$51.87 - $56.86 $4.16 Million - $4.56 Million	80,250 New	80,250 $9.07 Billion

Others Institutions Holding SCHB

# of Institutions

1,220

Shares Held

318M

Call Options Held

191K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Weinberger Asset Management, Inc Schwab Strategic Tr Us Broad M Transaction History