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 $509,506. This represents 0.03% of its overall portfolio holdings.

Number of Shares
21,886
Previous 20,546 6.52%
Holding current value
$509,506
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
1,183
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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