Gps Wealth Strategies Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Gps Wealth Strategies Group, LLC

  • $747 Million
  • Q4 2024

A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 450 shares of SCHB stock, worth $10,161. This represents 0.0% of its overall portfolio holdings.

Number of Shares
450
Previous 150 200.0%
Holding current value
$10,161
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 24, 2025
BUY
$22.01 - $66.82 $6,603 - $20,045
300 Added 200.0%
450 $10,000
Q2 2024

Jul 16, 2024
SELL
$57.57 - $63.3 $20,552 - $22,598
-357 Reduced 70.41%
150 $9,000
Q3 2023

Oct 25, 2023
BUY
$49.59 - $53.57 $3,471 - $3,749
70 Added 16.02%
507 $25,000
Q2 2023

Jul 17, 2023
BUY
$47.08 - $51.7 $1,741 - $1,912
37 Added 9.25%
437 $22,000
Q1 2023

Apr 17, 2023
BUY
$44.47 - $49.23 $17,788 - $19,692
400 New
400 $19,000
Q3 2022

Oct 17, 2022
BUY
$41.99 - $50.63 $1,595 - $1,923
38 Added 23.46%
200 $8,000
Q2 2022

Jul 19, 2022
BUY
$42.93 - $53.98 $3,477 - $4,372
81 Added 100.0%
162 $7,000
Q1 2022

Apr 20, 2022
BUY
$49.15 - $56.85 $2,359 - $2,728
48 Added 145.45%
81 $4,000
Q4 2021

Feb 11, 2022
BUY
$51.87 - $56.86 $570 - $625
11 Added 50.0%
33 $4,000
Q3 2021

Oct 20, 2021
SELL
$51.32 - $54.83 $14,010 - $14,968
-273 Reduced 92.54%
22 $2,000
Q2 2021

Jul 19, 2021
BUY
$48.92 - $52.14 $14,431 - $15,381
295 New
295 $31,000

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
445M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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