Smith & Howard Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Smith & Howard Wealth Management, LLC

$353 Million
Q4 2024

A detailed history of Smith & Howard Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 70,221 shares of SCHB stock, worth $1.52 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

70,221

Previous 23,407 200.0%

Holding current value

$1.52 Million

Previous $1.56 Million 2.38%

% of portfolio

0.45%

Previous 0.44%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$22.01 - $66.82 $1.03 Million - $3.13 Million	46,814 Added 200.0%	70,221 $1.59 Million
Q2 2024 Jul 16, 2024	SELL	$57.57 - $63.3 $14,392 - $15,825	-250 Reduced 1.06%	23,407 $1.47 Million
Q1 2024 Apr 15, 2024	BUY	$54.61 - $61.05 $80,276 - $89,743	1,470 Added 6.63%	23,657 $1.44 Million
Q4 2023 Feb 01, 2024	SELL	$47.61 - $55.91 $85,507 - $100,414	-1,796 Reduced 7.49%	22,187 $1.24 Million
Q3 2023 Oct 13, 2023	SELL	$49.59 - $53.57 $44,978 - $48,587	-907 Reduced 3.64%	23,983 $1.2 Million
Q2 2023 Jul 17, 2023	SELL	$47.08 - $51.7 $429,981 - $472,176	-9,133 Reduced 26.84%	24,890 $1.29 Million
Q1 2023 Apr 13, 2023	BUY	$44.47 - $49.23 $80,579 - $89,204	1,812 Added 5.63%	34,023 $1.63 Million
Q4 2022 Feb 06, 2023	BUY	$41.94 - $47.81 $351,373 - $400,552	8,378 Added 35.15%	32,211 $1.44 Million
Q3 2022 Oct 18, 2022	BUY	$41.99 - $50.63 $1 Million - $1.21 Million	23,833 New	23,833 $1 Million

Others Institutions Holding SCHB

# of Institutions

1,265

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Smith & Howard Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History