Gray Wealth Management Inc. Schwab Strategic Tr Us Broad M Transaction History

Gray Wealth Management Inc.

  • $251 Million
  • Q3 2024

A detailed history of Gray Wealth Management Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gray Wealth Management Inc. holds 25,689 shares of SCHB stock, worth $599,067. This represents 0.68% of its overall portfolio holdings.

Number of Shares
25,689
Previous 26,519 3.13%
Holding current value
$599,067
Previous $1.67 Million 2.46%
% of portfolio
0.68%
Previous 0.72%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$59.93 - $66.52 $49,741 - $55,211
-830 Reduced 3.13%
25,689 $1.71 Million
Q2 2024

Aug 09, 2024
SELL
$57.57 - $63.3 $13,125 - $14,432
-228 Reduced 0.85%
26,519 $1.67 Million
Q1 2024

May 02, 2024
SELL
$54.61 - $61.05 $31,564 - $35,286
-578 Reduced 2.12%
26,747 $1.63 Million
Q4 2023

Jan 31, 2024
SELL
$47.61 - $55.91 $5,998 - $7,044
-126 Reduced 0.46%
27,325 $1.52 Million
Q3 2023

Oct 27, 2023
BUY
$49.59 - $53.57 $164,291 - $177,477
3,313 Added 13.73%
27,451 $1.37 Million
Q2 2023

Aug 14, 2023
SELL
$47.08 - $51.7 $30,366 - $33,346
-645 Reduced 2.6%
24,138 $1.25 Million
Q1 2023

Apr 11, 2023
SELL
$44.47 - $49.23 $14,408 - $15,950
-324 Reduced 1.29%
24,783 $1.19 Million
Q4 2022

Feb 13, 2023
BUY
$41.94 - $47.81 $9,352 - $10,661
223 Added 0.9%
25,107 $1.13 Million
Q3 2022

Jan 03, 2023
SELL
$41.99 - $50.63 $117,949 - $142,219
-2,809 Reduced 10.14%
24,884 $1.05 Million
Q2 2022

Jan 03, 2023
SELL
$42.93 - $53.98 $23,697 - $29,796
-552 Reduced 1.95%
27,693 $1.22 Million
Q1 2022

Jan 03, 2023
BUY
$49.15 - $56.85 $713,903 - $825,746
14,525 Added 105.87%
28,245 $1.51 Million
Q4 2021

Jan 03, 2023
BUY
$51.87 - $56.86 $9,492 - $10,405
183 Added 1.35%
13,720 $1.55 Million
Q3 2021

Jan 03, 2023
BUY
$51.32 - $54.83 $24,171 - $25,824
471 Added 3.6%
13,537 $1.41 Million
Q2 2021

Jan 03, 2023
BUY
$48.92 - $52.14 $35,956 - $38,322
735 Added 5.96%
13,066 $1.36 Million
Q1 2021

Jan 03, 2023
BUY
$44.89 - $48.81 $553,538 - $601,876
12,331 New
12,331 $1.19 Million
Q4 2020

Jan 13, 2023
SELL
$39.03 - $45.5 $27,281 - $31,804
-699 Reduced 5.43%
12,182 $1.11 Million
Q3 2020

Jan 13, 2023
SELL
$36.93 - $42.52 $2,991 - $3,444
-81 Reduced 0.62%
12,881 $1.03 Million
Q2 2020

Jan 13, 2023
BUY
$28.84 - $38.49 $11,305 - $15,088
392 Added 3.12%
12,962 $956,000
Q1 2020

Jan 13, 2023
SELL
$26.18 - $40.44 $322,380 - $497,978
-12,314 Reduced 49.49%
12,570 $758,000

Others Institutions Holding SCHB

# of Institutions
1,220
Shares Held
318M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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More about SCHB
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