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

Caliber Wealth Management, LLC

$188 Million
Q1 2024

A detailed history of Caliber Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 9,573 shares of SCHB stock, worth $211,659. This represents 0.31% of its overall portfolio holdings.

Number of Shares

9,573

Previous 9,544 0.3%

Holding current value

$211,659

Previous $531,000 9.98%

% of portfolio

0.31%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$54.61 - $61.05 $1,583 - $1,770	29 Added 0.3%	9,573 $584,000
Q4 2023 Apr 22, 2024	BUY	$47.61 - $55.91 $1,904 - $2,236	40 Added 0.42%	9,544 $531,000
Q3 2023 Oct 16, 2023	BUY	$49.59 - $53.57 $1,785 - $1,928	36 Added 0.38%	9,504 $473,000
Q2 2023 Jul 27, 2023	BUY	$47.08 - $51.7 $72,267 - $79,359	1,535 Added 19.35%	9,468 $489,000
Q1 2023 Apr 10, 2023	BUY	$44.47 - $49.23 $1,334 - $1,476	30 Added 0.38%	7,933 $379,000
Q4 2022 Jan 24, 2023	SELL	$41.94 - $47.81 $2,642 - $3,012	-63 Reduced 0.79%	7,903 $0
Q2 2022 Jul 12, 2022	BUY	$42.93 - $53.98 $341,980 - $430,004	7,966 New	7,966 $352,000

Others Institutions Holding SCHB

# of Institutions

1,158

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

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