Ledge Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Ledge Wealth Management, Inc.

  • $257 Million
  • Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 4,912 shares of SCHB stock, worth $115,923. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,912
Previous 4,912 -0.0%
Holding current value
$115,923
Previous $244,000 11.89%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 11, 2023
SELL
$47.08 - $51.7 $376 - $413
-8 Reduced 0.16%
4,912 $253,000
Q4 2022

Feb 02, 2023
SELL
$41.94 - $47.81 $5,661 - $6,454
-135 Reduced 2.67%
4,920 $220,000
Q1 2022

May 10, 2022
BUY
$49.15 - $56.85 $248,453 - $287,376
5,055 New
5,055 $270,000

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
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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