A detailed history of Better Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Better Wealth, LLC holds 6,565 shares of SCHB stock, worth $152,701. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,565
Previous 6,565 -0.0%
Holding current value
$152,701
Previous $412,000 5.83%
% of portfolio
0.13%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$57.57 - $63.3 $34,311 - $37,726
-596 Reduced 8.32%
6,565 $412,000
Q3 2023

Oct 23, 2023

BUY
$49.59 - $53.57 $355,113 - $383,614
7,161 New
7,161 $356,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Better Wealth, LLC Portfolio

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

News

Stay updated on Better Wealth, LLC with notifications on news.