Keebeck Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Keebeck Wealth Management, LLC

  • $667 Million
  • Q3 2024

A detailed history of Keebeck Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 14,971 shares of SCHB stock, worth $350,171. This represents 0.15% of its overall portfolio holdings.

Number of Shares
14,971
Previous 20,662 27.54%
Holding current value
$350,171
Previous $1.3 Million 23.4%
% of portfolio
0.15%
Previous 0.19%

Shares

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

Nov 14, 2024
SELL
$59.93 - $66.52 $341,061 - $378,565
-5,691 Reduced 27.54%
14,971 $995,000
Q2 2024

Aug 14, 2024
SELL
$57.57 - $63.3 $6,275 - $6,899
-109 Reduced 0.52%
20,662 $1.3 Million
Q4 2023

Feb 14, 2024
BUY
$47.61 - $55.91 $714 - $838
15 Added 0.07%
20,771 $1.16 Million
Q3 2023

Nov 14, 2023
SELL
$49.59 - $53.57 $4,711 - $5,089
-95 Reduced 0.46%
20,756 $1.03 Million
Q2 2023

Aug 14, 2023
BUY
$47.08 - $51.7 $2,824 - $3,102
60 Added 0.29%
20,851 $1.08 Million
Q3 2022

Nov 14, 2022
SELL
$41.99 - $50.63 $4,157 - $5,012
-99 Reduced 0.47%
20,791 $873,000
Q2 2022

Aug 15, 2022
SELL
$42.93 - $53.98 $119,388 - $150,118
-2,781 Reduced 11.75%
20,890 $923,000
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $577,807 - $668,328
11,756 Added 98.67%
23,671 $1.26 Million
Q4 2021

Feb 14, 2022
BUY
$51.87 - $56.86 $51 - $56
1 Added 0.01%
11,915 $1.35 Million
Q1 2021

May 13, 2021
SELL
$44.89 - $48.81 $134 - $146
-3 Reduced 0.03%
11,914 $1.15 Million
Q4 2020

Feb 16, 2021
BUY
$39.03 - $45.5 $3,473 - $4,049
89 Added 0.75%
11,917 $1.08 Million
Q2 2020

Aug 06, 2020
BUY
$28.84 - $38.49 $341,119 - $455,259
11,828 New
11,828 $869,000

Others Institutions Holding SCHB

# of Institutions
1,237
Shares Held
366M
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
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