Carolinas Wealth Consulting LLC Schwab Strategic Tr Us Broad M Transaction History

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 5,438 shares of SCHB stock, worth $122,355. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,438
Previous 1,749 210.92%
Holding current value
$122,355
Previous $116,000 6.03%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 26, 2025
BUY
$22.01 - $66.82 $81,194 - $246,498
3,689 Added 210.92%
5,438 $123,000
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $1,438 - $1,596
24 Added 1.39%
1,749 $116,000
Q2 2024

Aug 12, 2024
BUY
$57.57 - $63.3 $2,590 - $2,848
45 Added 2.68%
1,725 $108,000
Q1 2024

May 14, 2024
SELL
$54.61 - $61.05 $1,638 - $1,831
-30 Reduced 1.75%
1,680 $102,000
Q4 2023

Feb 13, 2024
BUY
$47.61 - $55.91 $333 - $391
7 Added 0.41%
1,710 $95,000
Q3 2023

Nov 14, 2023
BUY
$49.59 - $53.57 $2,826 - $3,053
57 Added 3.46%
1,703 $84,000
Q2 2023

Aug 14, 2023
BUY
$47.08 - $51.7 $7,156 - $7,858
152 Added 10.17%
1,646 $85,000
Q1 2023

May 15, 2023
BUY
$44.47 - $49.23 $1,067 - $1,181
24 Added 1.63%
1,494 $71,000
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $21,221 - $24,191
506 Added 52.49%
1,470 $65,000
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $1,049 - $1,265
25 Added 2.66%
964 $40,000
Q2 2022

Aug 16, 2022
BUY
$42.93 - $53.98 $7,040 - $8,852
164 Added 21.16%
939 $42,000
Q1 2022

May 17, 2022
BUY
$49.15 - $56.85 $21,281 - $24,616
433 Added 126.61%
775 $41,000
Q4 2021

Feb 14, 2022
BUY
$51.87 - $56.86 $1,141 - $1,250
22 Added 6.88%
342 $39,000
Q3 2021

Nov 15, 2021
BUY
$51.32 - $54.83 $461 - $493
9 Added 2.89%
320 $33,000
Q2 2021

Aug 17, 2021
BUY
$48.92 - $52.14 $48 - $52
1 Added 0.32%
311 $32,000
Q1 2021

May 17, 2021
BUY
$44.89 - $48.81 $4,668 - $5,076
104 Added 50.49%
310 $30,000
Q4 2020

Feb 16, 2021
SELL
$39.03 - $45.5 $2,302 - $2,684
-59 Reduced 22.26%
206 $19,000
Q3 2020

Nov 12, 2020
SELL
$36.93 - $42.52 $2,141 - $2,466
-58 Reduced 17.96%
265 $21,000
Q2 2020

Aug 13, 2020
SELL
$28.84 - $38.49 $5,883 - $7,851
-204 Reduced 38.71%
323 $24,000
Q1 2020

May 11, 2020
BUY
$26.18 - $40.44 $7,618 - $11,768
291 Added 123.31%
527 $32,000
Q4 2019

Feb 14, 2020
BUY
$34.47 - $38.58 $8,134 - $9,104
236 New
236 $18,000

Others Institutions Holding SCHB

# of Institutions
1,263
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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