Market Street Wealth Management Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Market Street Wealth Management Advisors LLC

  • $545 Million
  • Q4 2024

A detailed history of Market Street Wealth Management Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 11,468 shares of SCHB stock, worth $267,433. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,468
Previous 3,823 199.97%
Holding current value
$267,433
Previous $254,000 2.36%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 17, 2025
BUY
$22.01 - $66.82 $168,266 - $510,838
7,645 Added 199.97%
11,468 $260,000
Q3 2024

Oct 16, 2024
SELL
$59.93 - $66.52 $5,633 - $6,252
-94 Reduced 2.4%
3,823 $254,000
Q1 2024

Apr 11, 2024
SELL
$54.61 - $61.05 $41,885 - $46,825
-767 Reduced 16.37%
3,917 $239,000
Q4 2023

Jan 29, 2024
BUY
$47.61 - $55.91 $223,005 - $261,882
4,684 New
4,684 $260,000

Others Institutions Holding SCHB

# of Institutions
1,220
Shares Held
318M
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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