Adamsbrown Wealth Consultants LLC Schwab Strategic Tr Us Broad M Transaction History

Adamsbrown Wealth Consultants LLC

  • $292 Million
  • Q4 2024

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 14,336 shares of SCHB stock, worth $338,329. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,336
Previous 4,763 200.99%
Holding current value
$338,329
Previous $316,000 2.85%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jan 24, 2025
BUY
$22.01 - $66.82 $210,701 - $639,667
9,573 Added 200.99%
14,336 $325,000
Q3 2024

Oct 11, 2024
BUY
$59.93 - $66.52 $1,797 - $1,995
30 Added 0.63%
4,763 $316,000
Q1 2024

Apr 30, 2024
BUY
$54.61 - $61.05 $764 - $854
14 Added 0.3%
4,733 $288,000
Q4 2023

Jan 29, 2024
BUY
$47.61 - $55.91 $904 - $1,062
19 Added 0.4%
4,719 $262,000
Q3 2023

Oct 24, 2023
SELL
$49.59 - $53.57 $29,059 - $31,392
-586 Reduced 11.09%
4,700 $234,000
Q2 2023

Jul 12, 2023
BUY
$47.08 - $51.7 $23,963 - $26,315
509 Added 10.66%
5,286 $273,000
Q1 2023

May 10, 2023
BUY
$44.47 - $49.23 $7,871 - $8,713
177 Added 3.85%
4,777 $228,000
Q4 2022

Jan 27, 2023
BUY
$41.94 - $47.81 $192,924 - $219,926
4,600 New
4,600 $0
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $113,045 - $130,755
2,300 Added 100.0%
4,600 $246,000
Q4 2021

Feb 17, 2022
BUY
$51.87 - $56.86 $119,301 - $130,778
2,300 New
2,300 $260,000

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
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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