Tlwm Schwab Strategic Tr Us Broad M Transaction History

Tlwm

$503 Million
Q4 2024

A detailed history of Tlwm transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Tlwm holds 27,652 shares of SCHB stock, worth $634,060. This represents 0.12% of its overall portfolio holdings.

Number of Shares

27,652

Previous 9,168 201.61%

Holding current value

$634,060

Previous $609,000 2.96%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.01 - $66.82 $406,832 - $1.24 Million	18,484 Added 201.61%	27,652 $627,000
Q3 2024 Oct 07, 2024	SELL	$59.93 - $66.52 $44,527 - $49,424	-743 Reduced 7.5%	9,168 $609,000
Q2 2024 Jul 12, 2024	SELL	$57.57 - $63.3 $15,140 - $16,647	-263 Reduced 2.59%	9,911 $623,000
Q1 2024 Apr 15, 2024	SELL	$54.61 - $61.05 $41,667 - $46,581	-763 Reduced 6.98%	10,174 $621,000
Q4 2023 Jan 08, 2024	BUY	$47.61 - $55.91 $13,473 - $15,822	283 Added 2.66%	10,937 $608,000
Q3 2023 Oct 10, 2023	BUY	$49.59 - $53.57 $3,074 - $3,321	62 Added 0.59%	10,654 $531,000
Q2 2023 Jul 11, 2023	BUY	$47.08 - $51.7 $1,600 - $1,757	34 Added 0.32%	10,592 $547,000
Q1 2023 May 11, 2023	BUY	$44.47 - $49.23 $469,514 - $519,770	10,558 New	10,558 $505,000

Others Institutions Holding SCHB

# of Institutions

1,263

Shares Held

445M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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