Act Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Act Wealth Management, LLC

  • $214 Million
  • Q4 2024

A detailed history of Act Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Act Wealth Management, LLC holds 10,705 shares of SCHB stock, worth $231,549. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,705
Previous 3,492 206.56%
Holding current value
$231,549
Previous $232,000 4.74%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Jan 16, 2025
BUY
$22.01 - $66.82 $158,758 - $481,972
7,213 Added 206.56%
10,705 $243,000
Q3 2024

Oct 08, 2024
SELL
$59.93 - $66.52 $3,236 - $3,592
-54 Reduced 1.52%
3,492 $232,000
Q2 2024

Jul 11, 2024
BUY
$57.57 - $63.3 $2,187 - $2,405
38 Added 1.08%
3,546 $222,000
Q1 2024

Apr 09, 2024
BUY
$54.61 - $61.05 $191,571 - $214,163
3,508 New
3,508 $214,000

Others Institutions Holding SCHB

# of Institutions
1,265
Shares Held
423M
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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