Dogwood Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

A detailed history of Dogwood Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 1,552 shares of SCHB stock, worth $35,571. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,552
Previous 1,552 -0.0%
Holding current value
$35,571
Previous $94.8 Million 8.96%
% of portfolio
0.06%
Previous 0.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 28, 2025
BUY
$47.61 - $55.91 $73,890 - $86,772
1,552 New
1,552 $86.4 Million

Others Institutions Holding SCHB

# of Institutions
1,265
Shares Held
422M
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
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email