Westmount Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Westmount Partners, LLC holds 33,975 shares of SCHB stock, worth $743,373. This represents 0.23% of its overall portfolio holdings.

Number of Shares

33,975

Previous 11,299 200.69%

Holding current value

$743,373

Previous $752 Million 2.61%

% of portfolio

0.23%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.01 - $66.82 $499,098 - $1.52 Million	22,676 Added 200.69%	33,975 $771 Million
Q3 2024 Jan 13, 2025	BUY	$59.93 - $66.52 $677,149 - $751,609	11,299 New	11,299 $752 Million
Q2 2024 Jan 28, 2025	BUY	$57.57 - $63.3 $7,196 - $7,912	125 Added 1.12%	11,260 $709 Million
Q1 2024 Jan 28, 2025	BUY	$54.61 - $61.05 $27,960 - $31,257	512 Added 4.82%	11,135 $680 Million
Q4 2023 Jan 28, 2025	BUY	$47.61 - $55.91 $20,615 - $24,209	433 Added 4.25%	10,623 $591 Million
Q3 2023 Jan 28, 2025	BUY	$49.59 - $53.57 $5,554 - $5,999	112 Added 1.11%	10,190 $508 Million
Q2 2023 Jan 28, 2025	SELL	$47.08 - $51.7 $1.13 Million - $1.24 Million	-23,897 Reduced 70.34%	10,078 $521 Million
Q1 2023 Jan 29, 2025	SELL	$44.47 - $49.23 $1.07 Million - $1.19 Million	-24,171 Reduced 71.14%	9,804 $469 Million
Q4 2022 Jan 28, 2025	SELL	$41.94 - $47.81 $1.01 Million - $1.16 Million	-24,196 Reduced 71.22%	9,779 $438 Million

Others Institutions Holding SCHB

# of Institutions

1,265

Shares Held

423M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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Westmount Partners, LLC Schwab Strategic Tr Us Broad M Transaction History