Motive Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History

Motive Wealth Advisors

$185 Million
Q4 2024

A detailed history of Motive Wealth Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Motive Wealth Advisors holds 479,748 shares of SCHB stock, worth $10.8 Million. This represents 5.88% of its overall portfolio holdings.

Number of Shares

479,748

Previous 159,916 200.0%

Holding current value

$10.8 Million

Previous $10.6 Million 2.38%

% of portfolio

5.88%

Previous 6.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.01 - $66.82 $7.04 Million - $21.4 Million	319,832 Added 200.0%	479,748 $10.9 Million
Q2 2022 Aug 03, 2022	SELL	$42.93 - $53.98 $2,060 - $2,591	-48 Reduced 0.03%	159,916 $7.07 Million
Q1 2022 May 03, 2022	BUY	$49.15 - $56.85 $3.93 Million - $4.55 Million	79,982 Added 100.0%	159,964 $8.54 Million
Q4 2021 Feb 08, 2022	SELL	$51.87 - $56.86 $70,439 - $77,215	-1,358 Reduced 1.67%	79,982 $9.04 Million
Q3 2021 Nov 16, 2021	SELL	$51.32 - $54.83 $44,802 - $47,866	-873 Reduced 1.06%	81,340 $8.45 Million
Q2 2021 Aug 16, 2021	BUY	$48.92 - $52.14 $4.02 Million - $4.29 Million	82,213 New	82,213 $8.57 Million

Others Institutions Holding SCHB

# of Institutions

1,263

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Motive Wealth Advisors Schwab Strategic Tr Us Broad M Transaction History