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

Altus Wealth Management, LLC

  • $221 Million
  • Q4 2024

A detailed history of Altus Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Altus Wealth Management, LLC holds 31,038 shares of SCHB stock, worth $665,454. This represents 0.32% of its overall portfolio holdings.

Number of Shares
31,038
Previous 10,315 200.9%
Holding current value
$665,454
Previous $686,000 2.62%
% of portfolio
0.32%
Previous 0.32%

Shares

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

Jan 22, 2025
BUY
$22.01 - $66.82 $456,113 - $1.38 Million
20,723 Added 200.9%
31,038 $704,000
Q3 2024

Oct 17, 2024
BUY
$59.93 - $66.52 $19,597 - $21,752
327 Added 3.27%
10,315 $686,000
Q2 2024

Jul 19, 2024
BUY
$57.57 - $63.3 $9,096 - $10,001
158 Added 1.61%
9,988 $627,000
Q1 2024

Apr 15, 2024
BUY
$54.61 - $61.05 $54 - $61
1 Added 0.01%
9,830 $600,000
Q4 2023

Jan 25, 2024
BUY
$47.61 - $55.91 $6,284 - $7,380
132 Added 1.36%
9,829 $547,000
Q3 2023

Oct 16, 2023
BUY
$49.59 - $53.57 $25,737 - $27,802
519 Added 5.65%
9,697 $483,000
Q2 2023

Jul 20, 2023
SELL
$47.08 - $51.7 $12,899 - $14,165
-274 Reduced 2.9%
9,178 $474,000
Q1 2023

Apr 19, 2023
BUY
$44.47 - $49.23 $22,501 - $24,910
506 Added 5.66%
9,452 $452,000
Q4 2022

Jan 27, 2023
BUY
$41.94 - $47.81 $1,258 - $1,434
30 Added 0.34%
8,946 $401,000
Q3 2022

Oct 17, 2022
BUY
$41.99 - $50.63 $1,175 - $1,417
28 Added 0.32%
8,916 $374,000
Q2 2022

Jul 27, 2022
BUY
$42.93 - $53.98 $27,475 - $34,547
640 Added 7.76%
8,888 $393,000
Q1 2022

Apr 26, 2022
BUY
$49.15 - $56.85 $207,560 - $240,077
4,223 Added 104.92%
8,248 $440,000
Q4 2021

Jan 20, 2022
BUY
$51.87 - $56.86 $3,060 - $3,354
59 Added 1.49%
4,025 $455,000
Q3 2021

Oct 18, 2021
BUY
$51.32 - $54.83 $5,285 - $5,647
103 Added 2.67%
3,966 $412,000
Q2 2021

Jul 23, 2021
BUY
$48.92 - $52.14 $3,277 - $3,493
67 Added 1.77%
3,863 $403,000
Q1 2021

Apr 21, 2021
BUY
$44.89 - $48.81 $15,083 - $16,400
336 Added 9.71%
3,796 $367,000
Q4 2020

Jan 22, 2021
BUY
$39.03 - $45.5 $312 - $364
8 Added 0.23%
3,460 $315,000
Q3 2020

Oct 13, 2020
BUY
$36.93 - $42.52 $11,559 - $13,308
313 Added 9.97%
3,452 $275,000
Q2 2020

Jul 23, 2020
BUY
$28.84 - $38.49 $90,528 - $120,820
3,139 New
3,139 $231,000
Q1 2020

Apr 28, 2020
SELL
$26.18 - $40.44 $85,320 - $131,793
-3,259 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$34.47 - $38.58 $112,337 - $125,732
3,259 New
3,259 $251,000

Others Institutions Holding SCHB

# of Institutions
1,268
Shares Held
484M
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 Altus Wealth Management, LLC Portfolio

Follow Altus 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 Altus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email