Simplicity Wealth,Llc Schwab Strategic Tr Us Broad M Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Simplicity Wealth,Llc holds 11,801 shares of SCHB stock, worth $275,199. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,801
Previous 4,629 154.94%
Holding current value
$275,199
Previous $307,000 13.03%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Feb 07, 2025
BUY
$22.01 - $66.82 $157,855 - $479,233
7,172 Added 154.94%
11,801 $267,000
Q3 2024

Oct 09, 2024
SELL
$59.93 - $66.52 $51,479 - $57,140
-859 Reduced 15.65%
4,629 $307,000
Q2 2024

Jul 10, 2024
SELL
$57.57 - $63.3 $135,174 - $148,628
-2,348 Reduced 29.96%
5,488 $345,000
Q1 2024

Apr 24, 2024
BUY
$54.61 - $61.05 $427,923 - $478,387
7,836 New
7,836 $478,000

Others Institutions Holding SCHB

# of Institutions
1,220
Shares Held
318M
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
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc 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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email