Bt Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Bt Wealth Management LLC

  • $356 Million
  • Q2 2022

A detailed history of Bt Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bt Wealth Management LLC holds 5,162 shares of SCHB stock, worth $111,963. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,162
Previous 5,162 -0.0%
Holding current value
$111,963
Previous $230,000 0.87%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 21, 2022
BUY
$49.15 - $56.85 $120,515 - $139,396
2,452 Added 90.48%
5,162 $276,000
Q4 2021

Feb 11, 2022
BUY
$51.87 - $56.86 $140,567 - $154,090
2,710 New
2,710 $306,000

Others Institutions Holding SCHB

# of Institutions
1,265
Shares Held
423M
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 Bt Wealth Management LLC Portfolio

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

News

Stay updated on Bt Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email