Westmount Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Westmount Partners, LLC

  • $329 Billion
  • Q4 2024

A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Westmount Partners, LLC holds 33,975 shares of SCHB stock, worth $787,540. This represents 0.23% of its overall portfolio holdings.

Number of Shares
33,975
Previous 11,299 200.69%
Holding current value
$787,540
Previous $752 Million 2.61%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Jan 13, 2025
BUY
$22.01 - $66.82 $499,098 - $1.52 Million
22,676 Added 200.69%
33,975 $771 Million
Q3 2024

Jan 13, 2025
BUY
$59.93 - $66.52 $677,149 - $751,609
11,299 New
11,299 $752 Million
Q2 2024

Jan 28, 2025
BUY
$57.57 - $63.3 $7,196 - $7,912
125 Added 1.12%
11,260 $709 Million
Q1 2024

Jan 28, 2025
BUY
$54.61 - $61.05 $27,960 - $31,257
512 Added 4.82%
11,135 $680 Million
Q4 2023

Jan 28, 2025
BUY
$47.61 - $55.91 $20,615 - $24,209
433 Added 4.25%
10,623 $591 Million
Q3 2023

Jan 28, 2025
BUY
$49.59 - $53.57 $5,554 - $5,999
112 Added 1.11%
10,190 $508 Million
Q2 2023

Jan 28, 2025
SELL
$47.08 - $51.7 $1.13 Million - $1.24 Million
-23,897 Reduced 70.34%
10,078 $521 Million
Q1 2023

Jan 29, 2025
SELL
$44.47 - $49.23 $1.07 Million - $1.19 Million
-24,171 Reduced 71.14%
9,804 $469 Million
Q4 2022

Jan 28, 2025
SELL
$41.94 - $47.81 $1.01 Million - $1.16 Million
-24,196 Reduced 71.22%
9,779 $438 Million

Others Institutions Holding SCHB

# of Institutions
1,261
Shares Held
444M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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More about SCHB
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