Elevate Wealth Advisory, Inc Schwab Strategic Tr Us Broad M Transaction History

Elevate Wealth Advisory, Inc

  • $133 Billion
  • Q4 2024

A detailed history of Elevate Wealth Advisory, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 3,480 shares of SCHB stock, worth $82,232. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,480
Previous 1,407 147.33%
Holding current value
$82,232
Previous $93.6 Million 15.6%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Feb 11, 2025
BUY
$22.01 - $66.82 $45,626 - $138,517
2,073 Added 147.33%
3,480 $79 Million
Q4 2023

Feb 14, 2024
BUY
$47.61 - $55.91 $66,987 - $78,665
1,407 New
1,407 $78.3 Million

Others Institutions Holding SCHB

# of Institutions
1,260
Shares Held
444M
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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