Rainsberger Wealth Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Rainsberger Wealth Advisors, Inc.

$182 Million
Q4 2023

A detailed history of Rainsberger Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Rainsberger Wealth Advisors, Inc. holds 203,009 shares of SCHB stock, worth $5.24 Million. This represents 6.21% of its overall portfolio holdings.

Number of Shares

203,009

Previous 205,367 1.15%

Holding current value

$5.24 Million

Previous $10.2 Million 10.39%

% of portfolio

6.21%

Previous 6.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$47.61 - $55.91 $112,264 - $131,835	-2,358 Reduced 1.15%	203,009 $11.3 Million
Q3 2023 Nov 14, 2023	BUY	$49.59 - $53.57 $338,302 - $365,454	6,822 Added 3.44%	205,367 $10.2 Million
Q2 2023 Aug 07, 2023	SELL	$47.08 - $51.7 $142,652 - $156,651	-3,030 Reduced 1.5%	198,545 $10.3 Million
Q1 2023 Apr 20, 2023	BUY	$44.47 - $49.23 $237,069 - $262,445	5,331 Added 2.72%	201,575 $9.65 Million
Q4 2022 Feb 01, 2023	SELL	$41.94 - $47.81 $9,646 - $10,996	-230 Reduced 0.12%	196,244 $8.79 Million

Q3 2022 Nov 14, 2022	BUY	$41.99 - $50.63 $75,959 - $91,589	1,809 Added 0.93%	196,474 $8.25 Million
Q2 2022 Aug 12, 2022	BUY	$42.93 - $53.98 $149,825 - $188,390	3,490 Added 1.83%	194,665 $8.6 Million
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $4.81 Million - $5.56 Million	97,877 Added 104.91%	191,175 $10.2 Million
Q4 2021 Feb 22, 2022	BUY	$51.87 - $56.86 $4.84 Million - $5.3 Million	93,298 New	93,298 $10.5 Million

Others Institutions Holding SCHB

# of Institutions

1,377

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Rainsberger Wealth Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History