Wiser Advisor Group LLC Schwab Strategic Tr Us Broad M Transaction History

Wiser Advisor Group LLC

$67.7 Billion
Q1 2025

A detailed history of Wiser Advisor Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wiser Advisor Group LLC holds 1,179 shares of SCHB stock, worth $28,744. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,179

Previous 1,176 0.26%

Holding current value

$28,744

Previous $26.7 Million 4.9%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$21.23 - $23.75 $63 - $71	3 Added 0.26%	1,179 $25.4 Million
Q4 2024 Feb 05, 2025	BUY	$22.01 - $66.82 $17,277 - $52,453	785 Added 200.77%	1,176 $26.7 Million
Q3 2024 Nov 13, 2024	BUY	$59.93 - $66.52 $119 - $133	2 Added 0.51%	391 $26 Million
Q2 2024 Aug 14, 2024	BUY	$57.57 - $63.3 $115 - $126	2 Added 0.52%	389 $24.4 Million
Q1 2024 May 15, 2024	SELL	$54.61 - $61.05 $54 - $61	-1 Reduced 0.26%	387 $23.7 Million
Q4 2023 Feb 12, 2024	BUY	$47.61 - $55.91 $18,472 - $21,693	388 New	388 $21.6 Million

Others Institutions Holding SCHB

# of Institutions

1,339

Shares Held

495M

Call Options Held

350K

Put Options Held

28.3K

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 Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.

Account

Wiser Advisor Group LLC Schwab Strategic Tr Us Broad M Transaction History