Connectus Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Connectus Wealth, LLC

  • $4.37 Billion
  • Q1 2024

A detailed history of Connectus Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Connectus Wealth, LLC holds 21,886 shares of SCHB stock, worth $510,381. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,886
Previous 20,546 6.52%
Holding current value
$510,381
Previous $1.14 Million 16.89%
% of portfolio
0.03%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $73,177 - $81,807
1,340 Added 6.52%
21,886 $1.34 Million
Q4 2023

Feb 14, 2024
SELL
$47.61 - $55.91 $9,045 - $10,622
-190 Reduced 0.92%
20,546 $1.14 Million
Q3 2023

Nov 13, 2023
SELL
$49.59 - $53.57 $31,688 - $34,231
-639 Reduced 2.99%
20,736 $1.03 Million
Q2 2023

Aug 14, 2023
SELL
$47.08 - $51.7 $132,294 - $145,277
-2,810 Reduced 11.62%
21,375 $1.11 Million
Q4 2022

Feb 07, 2023
BUY
$41.94 - $47.81 $94,113 - $107,285
2,244 Added 10.23%
24,185 $1.08 Million
Q3 2022

Nov 10, 2022
BUY
$41.99 - $50.63 $45,475 - $54,832
1,083 Added 5.19%
21,941 $921,000
Q2 2022

Aug 08, 2022
BUY
$42.93 - $53.98 $895,433 - $1.13 Million
20,858 New
20,858 $922,000

Others Institutions Holding SCHB

# of Institutions
1,220
Shares Held
318M
Call Options Held
191K
Put Options Held
20.7K
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 Connectus Wealth, LLC Portfolio

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

News

Stay updated on Connectus Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email