Heartwood Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 4,447 shares of SCHB stock, worth $103,437. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,447
Previous 5,128 13.28%
Holding current value
$103,437
Previous $322,000 8.39%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$59.93 - $66.52 $40,812 - $45,300
-681 Reduced 13.28%
4,447 $295,000
Q2 2024

Jul 09, 2024
BUY
$57.57 - $63.3 $295,218 - $324,602
5,128 New
5,128 $322,000

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
  • Industry ETFs
More about SCHB
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