Brightwater Advisory LLC Schwab Strategic Tr Us Broad M Transaction History

Brightwater Advisory LLC

  • $128 Billion
  • Q4 2024

A detailed history of Brightwater Advisory LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Brightwater Advisory LLC holds 240,156 shares of SCHB stock, worth $5.57 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares
240,156
Previous 86,699 177.0%
Holding current value
$5.57 Million
Previous $5.77 Billion 5.47%
% of portfolio
4.27%
Previous 4.24%

Shares

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

Feb 04, 2025
BUY
$22.01 - $66.82 $3.38 Million - $10.3 Million
153,457 Added 177.0%
240,156 $5.45 Billion
Q3 2024

Oct 08, 2024
SELL
$59.93 - $66.52 $54,895 - $60,932
-916 Reduced 1.05%
86,699 $5.77 Billion
Q2 2024

Sep 10, 2024
BUY
$57.57 - $63.3 $5.04 Million - $5.55 Million
87,615 New
87,615 $5.51 Billion
Q1 2024

Oct 02, 2024
SELL
$54.61 - $61.05 $201,510 - $225,274
-3,690 Reduced 4.21%
83,925 $5.12 Billion
Q4 2023

Dec 03, 2024
SELL
$47.61 - $55.91 $174,109 - $204,462
-3,657 Reduced 4.22%
83,042 $4.62 Billion

Others Institutions Holding SCHB

# of Institutions
1,263
Shares Held
445M
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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