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

Angeles Wealth Management, LLC

  • $1.21 Billion
  • Q4 2024

A detailed history of Angeles Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 2,712 shares of SCHB stock, worth $64,084. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,712
Previous 904 200.0%
Holding current value
$64,084
Previous $60,000 1.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 28, 2025
BUY
$22.01 - $66.82 $39,794 - $120,810
1,808 Added 200.0%
2,712 $61,000
Q2 2024

Aug 07, 2024
BUY
$57.57 - $63.3 $805 - $886
14 Added 1.57%
904 $56,000
Q4 2023

Feb 13, 2024
BUY
$47.61 - $55.91 $4,284 - $5,031
90 Added 11.25%
890 $49,000
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $33,552 - $38,248
800 New
800 $35,000

Others Institutions Holding SCHB

# of Institutions
1,259
Shares Held
444M
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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