Wescott Financial Advisory Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Wescott Financial Advisory Group, LLC

$763 Million
Q2 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,900 shares of SCHB stock, worth $86,229. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,900

Previous 3,900 -0.0%

Holding current value

$86,229

Previous $238,000 2.94%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$54.61 - $61.05 $78,856 - $88,156	-1,444 Reduced 27.02%	3,900 $238,000
Q4 2023 Feb 13, 2024	BUY	$47.61 - $55.91 $523 - $615	11 Added 0.21%	5,344 $297,000
Q3 2023 Nov 09, 2023	BUY	$49.59 - $53.57 $495 - $535	10 Added 0.19%	5,333 $265,000
Q2 2023 Aug 11, 2023	BUY	$47.08 - $51.7 $470 - $517	10 Added 0.19%	5,323 $275,000
Q1 2023 May 10, 2023	BUY	$44.47 - $49.23 $444 - $492	10 Added 0.19%	5,313 $254,000
Q4 2022 Feb 06, 2023	BUY	$41.94 - $47.81 $461 - $525	11 Added 0.21%	5,303 $237,000
Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $222,211 - $267,933	5,292 New	5,292 $222,000

Others Institutions Holding SCHB

# of Institutions

1,161

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Wescott Financial Advisory Group, LLC Schwab Strategic Tr Us Broad M Transaction History