Western Pacific Wealth Management, LP Schwab Strategic Tr Us Broad M Transaction History

Western Pacific Wealth Management, LP

  • $98.7 Million
  • Q2 2025

A detailed history of Western Pacific Wealth Management, LP transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 1,575 shares of SCHB stock, worth $39,690. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,575
Previous 1,570 0.32%
Holding current value
$39,690
Previous $33,000 12.12%
% of portfolio
0.04%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$19.1 - $23.83 $95 - $119
5 Added 0.32%
1,575 $37,000
Q1 2025

Apr 17, 2025
BUY
$21.23 - $23.75 $84 - $95
4 Added 0.26%
1,570 $33,000
Q4 2024

Jan 24, 2025
BUY
$22.01 - $66.82 $23,022 - $69,893
1,046 Added 201.15%
1,566 $35,000
Q3 2024

Oct 31, 2024
BUY
$59.93 - $66.52 $179 - $199
3 Added 0.58%
520 $34,000
Q1 2024

May 15, 2024
BUY
$54.61 - $61.05 $109 - $122
2 Added 0.39%
517 $31,000
Q4 2023

Feb 09, 2024
BUY
$47.61 - $55.91 $95 - $111
2 Added 0.39%
515 $28,000
Q4 2022

Feb 03, 2023
BUY
$41.94 - $47.81 $21,515 - $24,526
513 New
513 $22,000

Others Institutions Holding SCHB

# of Institutions
1,350
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
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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