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

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024

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 1,176 shares of SCHB stock, worth $25,213. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,176
Previous 391 200.77%
Holding current value
$25,213
Previous $26 Million 2.69%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,264
Shares Held
423M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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