Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 04, 2022

SELL
$51.87 - $56.86 $1.2 Million - $1.32 Million
-23,174 Closed
0 $0
Q3 2021

Nov 03, 2021

BUY
$51.32 - $54.83 $1.19 Million - $1.27 Million
23,174 New
23,174 $2.41 Million
Q2 2020

Aug 14, 2020

SELL
$28.84 - $38.49 $278,306 - $371,428
-9,650 Closed
0 $0
Q1 2020

Apr 30, 2020

SELL
$26.18 - $40.44 $23,352 - $36,072
-892 Reduced 8.46%
9,650 $583,000
Q4 2019

Feb 26, 2020

BUY
$34.47 - $38.58 $36,986 - $41,396
1,073 Added 11.33%
10,542 $810,000
Q3 2019

Nov 12, 2019

BUY
$35.32 - $36.13 $26,984 - $27,603
764 Added 8.78%
9,469 $680,000
Q2 2019

Aug 02, 2019

BUY
N/A
8,705 New
8,705 $614,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


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

Track Capital Wealth Planning, LLC Portfolio

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

News

Stay updated on Capital Wealth Planning, LLC with notifications on news.