Premier Path Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Premier Path Wealth Partners, LLC

  • $656 Billion
  • Q4 2024

A detailed history of Premier Path Wealth Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 39,646 shares of SCHB stock, worth $895,206. This represents 0.14% of its overall portfolio holdings.

Number of Shares
39,646
Previous 13,215 200.01%
Holding current value
$895,206
Previous $879 Million 2.38%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$22.01 - $66.82 $581,746 - $1.77 Million
26,431 Added 200.01%
39,646 $900 Million
Q3 2024

Oct 15, 2024
BUY
$59.93 - $66.52 $59 - $66
1 Added 0.01%
13,215 $879 Million
Q2 2024

Jul 24, 2024
BUY
$57.57 - $63.3 $760,729 - $836,446
13,214 New
13,214 $831 Million

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
445M
Call Options Held
365K
Put Options Held
32.6K
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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