Naviter Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Naviter Wealth, LLC

  • $814 Million
  • Q4 2024

A detailed history of Naviter Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Naviter Wealth, LLC holds 21,696 shares of SCHB stock, worth $497,489. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,696
Previous 7,232 200.0%
Holding current value
$497,489
Previous $481,000 2.29%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Feb 07, 2025
BUY
$22.01 - $66.82 $318,352 - $966,484
14,464 Added 200.0%
21,696 $492,000
Q2 2024

Aug 01, 2024
BUY
$57.57 - $63.3 $416,346 - $457,785
7,232 New
7,232 $454,000

Others Institutions Holding SCHB

# of Institutions
1,263
Shares Held
445M
Call Options Held
365K
Put Options Held
32.6K
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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