Consilium Wealth Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History

Consilium Wealth Advisory, LLC

  • $252 Million
  • Q3 2025

A detailed history of Consilium Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 34,470 shares of SCHB stock, worth $890,015. This represents 0.35% of its overall portfolio holdings.

Number of Shares
34,470
Previous 34,470 -0.0%
Holding current value
$890,015
Previous $821,000 7.92%
% of portfolio
0.35%
Previous 0.35%

Shares

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

Feb 05, 2025
BUY
$22.01 - $66.82 $505,789 - $1.54 Million
22,980 Added 200.0%
34,470 $782,000
Q1 2022

Apr 18, 2022
BUY
$49.15 - $56.85 $282,366 - $326,603
5,745 Added 100.0%
11,490 $613,000
Q4 2021

Jan 26, 2022
BUY
$51.87 - $56.86 $297,993 - $326,660
5,745 New
5,745 $649,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
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 Consilium Wealth Advisory, LLC Portfolio

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

News

Stay updated on Consilium Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email