Seaside Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Seaside Wealth Management, Inc.

  • $264 Million
  • Q3 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 49,518 shares of SCHB stock, worth $1.11 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
49,518
Previous 53,493 7.43%
Holding current value
$1.11 Million
Previous $3.36 Million 2.08%
% of portfolio
1.25%
Previous 1.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$59.93 - $66.52 $238,221 - $264,417
-3,975 Reduced 7.43%
49,518 $3.29 Million
Q2 2024

Aug 07, 2024
BUY
$57.57 - $63.3 $297,579 - $327,197
5,169 Added 10.7%
53,493 $3.36 Million
Q1 2024

Apr 17, 2024
SELL
$54.61 - $61.05 $11,085 - $12,393
-203 Reduced 0.42%
48,324 $2.95 Million
Q4 2023

Jan 23, 2024
BUY
$47.61 - $55.91 $307,703 - $361,346
6,463 Added 15.36%
48,527 $2.7 Million
Q3 2023

Oct 13, 2023
SELL
$49.59 - $53.57 $182,937 - $197,619
-3,689 Reduced 8.06%
42,064 $2.1 Million
Q2 2023

Jul 17, 2023
SELL
$47.08 - $51.7 $763,637 - $838,574
-16,220 Reduced 26.17%
45,753 $2.37 Million
Q1 2023

May 09, 2023
BUY
$44.47 - $49.23 $33,396 - $36,971
751 Added 1.23%
61,973 $2.97 Million
Q4 2022

Feb 09, 2023
SELL
$41.94 - $47.81 $49,698 - $56,654
-1,185 Reduced 1.9%
61,222 $2.74 Million
Q3 2022

Nov 09, 2022
BUY
$41.99 - $50.63 $372,115 - $448,683
8,862 Added 16.55%
62,407 $2.83 Million
Q2 2022

Aug 30, 2022
BUY
$42.93 - $53.98 $2.3 Million - $2.89 Million
53,545 New
53,545 $2.59 Million

Others Institutions Holding SCHB

# of Institutions
1,161
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Seaside Wealth Management, Inc. Portfolio

Follow Seaside Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seaside Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seaside Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email