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

Wescott Financial Advisory Group, LLC

$822 Million
Q3 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 3,907 shares of SCHB stock, worth $91,267. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,907

Previous 3,900 0.18%

Holding current value

$91,267

Previous $245,000 5.71%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $419 - $465	7 Added 0.18%	3,907 $259,000
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

1,180

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Account

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