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

Able Wealth Management LLC

  • $132 Billion
  • Q3 2024

A detailed history of Able Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Able Wealth Management LLC holds 4,976 shares of SCHB stock, worth $115,841. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,976
Previous 4,970 0.12%
Holding current value
$115,841
Previous $313 Million 5.93%
% of portfolio
0.25%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$59.93 - $66.52 $359 - $399
6 Added 0.12%
4,976 $331 Million
Q1 2024

Nov 01, 2024
SELL
$54.61 - $61.05 $13,434 - $15,018
-246 Reduced 4.72%
4,970 $303 Million
Q4 2023

Feb 20, 2024
BUY
$47.61 - $55.91 $248,333 - $291,626
5,216 New
5,216 $290 Million

Others Institutions Holding SCHB

# of Institutions
1,183
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
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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