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

Smith & Howard Wealth Management, LLC

  • $354 Million
  • Q3 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 23,407 shares of SCHB stock, worth $546,787. This represents 0.44% of its overall portfolio holdings.

Number of Shares
23,407
Previous 23,407 -0.0%
Holding current value
$546,787
Previous $1.47 Million 5.85%
% of portfolio
0.44%
Previous 0.44%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,200
Shares Held
288M
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
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More about SCHB
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