Monograph Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 10,786 shares of SCHB stock, worth $251,960. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,786
Previous 10,786 -0.0%
Holding current value
$251,960
Previous $678,000 5.75%
% of portfolio
0.1%
Previous 0.1%

Shares

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

May 14, 2024
BUY
$54.61 - $61.05 $259,943 - $290,598
4,760 Added 78.99%
10,786 $658,000
Q1 2022

May 13, 2022
BUY
$49.15 - $56.85 $148,088 - $171,289
3,013 Added 100.0%
6,026 $322,000
Q4 2021

Feb 10, 2022
BUY
$51.87 - $56.86 $156,284 - $171,319
3,013 New
3,013 $341,000

Others Institutions Holding SCHB

# of Institutions
1,200
Shares Held
279M
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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