Pensionmark Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 50,713 shares of SCHB stock, worth $1.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
50,713
Previous 16,470 207.91%
Holding current value
$1.19 Million
Previous $1.1 Million 5.11%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Feb 12, 2025
BUY
$22.01 - $66.82 $753,688 - $2.29 Million
34,243 Added 207.91%
50,713 $1.15 Million
Q3 2024

Nov 14, 2024
BUY
$59.93 - $66.52 $537,452 - $596,551
8,968 Added 119.54%
16,470 $1.1 Million
Q1 2024

May 15, 2024
BUY
$54.61 - $61.05 $21,243 - $23,748
389 Added 5.47%
7,502 $457,000
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $298,319 - $340,072
7,113 New
7,113 $318,000

Others Institutions Holding SCHB

# of Institutions
1,249
Shares Held
385M
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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