Ml & R Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Ml & R Wealth Management LLC

  • $435 Million
  • Q1 2024

A detailed history of Ml & R Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 8,068 shares of SCHB stock, worth $208,315. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,068
Previous 7,843 2.87%
Holding current value
$208,315
Previous $436,000 12.84%
% of portfolio
0.11%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $12,287 - $13,736
225 Added 2.87%
8,068 $492,000
Q4 2023

Feb 09, 2024
BUY
$47.61 - $55.91 $4,332 - $5,087
91 Added 1.17%
7,843 $436,000
Q3 2023

Nov 02, 2023
SELL
$49.59 - $53.57 $72,252 - $78,051
-1,457 Reduced 15.82%
7,752 $386,000
Q2 2023

Aug 08, 2023
SELL
$47.08 - $51.7 $90,534 - $99,419
-1,923 Reduced 17.27%
9,209 $476,000
Q1 2023

May 05, 2023
BUY
$44.47 - $49.23 $44 - $49
1 Added 0.01%
11,132 $532,000
Q4 2022

Feb 06, 2023
SELL
$41.94 - $47.81 $503,699 - $574,198
-12,010 Reduced 51.9%
11,131 $498,000
Q3 2022

Oct 26, 2022
BUY
$41.99 - $50.63 $646,646 - $779,702
15,400 Added 198.94%
23,141 $972,000
Q2 2022

Jul 25, 2022
SELL
$42.93 - $53.98 $60,531 - $76,111
-1,410 Reduced 15.41%
7,741 $342,000
Q1 2022

Apr 18, 2022
BUY
$49.15 - $56.85 $249,141 - $288,172
5,069 Added 124.18%
9,151 $489,000
Q4 2021

Feb 02, 2022
BUY
$51.87 - $56.86 $211,733 - $232,102
4,082 New
4,082 $461,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
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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