Triangle Securities Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Triangle Securities Wealth Management

  • $374 Million
  • Q4 2024

A detailed history of Triangle Securities Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Triangle Securities Wealth Management holds 98,143 shares of SCHB stock, worth $2.21 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
98,143
Previous 33,089 196.6%
Holding current value
$2.21 Million
Previous $2.2 Million 1.18%
% of portfolio
0.6%
Previous 0.58%

Shares

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

Jan 15, 2025
BUY
$22.01 - $66.82 $1.43 Million - $4.35 Million
65,054 Added 196.6%
98,143 $2.23 Million
Q3 2024

Nov 14, 2024
SELL
$59.93 - $66.52 $47,224 - $52,417
-788 Reduced 2.33%
33,089 $2.2 Million
Q2 2024

Jul 10, 2024
SELL
$57.57 - $63.3 $38,514 - $42,347
-669 Reduced 1.94%
33,877 $2.13 Million
Q1 2024

Apr 10, 2024
SELL
$54.61 - $61.05 $57,613 - $64,407
-1,055 Reduced 2.96%
34,546 $2.11 Million
Q4 2023

Jan 10, 2024
BUY
$47.61 - $55.91 $297,895 - $349,828
6,257 Added 21.32%
35,601 $1.98 Million
Q3 2023

Oct 10, 2023
BUY
$49.59 - $53.57 $651,563 - $703,856
13,139 Added 81.08%
29,344 $1.46 Million
Q2 2023

Jul 13, 2023
BUY
$47.08 - $51.7 $466,986 - $512,812
9,919 Added 157.8%
16,205 $837,000
Q1 2023

Apr 20, 2023
BUY
$44.47 - $49.23 $17,387 - $19,248
391 Added 6.63%
6,286 $300,000
Q4 2022

Jan 11, 2023
BUY
$41.94 - $47.81 $247,236 - $281,839
5,895 New
5,895 $0
Q2 2019

Jul 10, 2019
SELL
N/A
-3,998 Closed
0 $0
Q1 2019

Apr 08, 2019
BUY
N/A
3,998 New
3,998 $272,000

Others Institutions Holding SCHB

# of Institutions
1,263
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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