Tru Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Tru Wealth Advisors, LLC

  • $1.61 Billion
  • Q3 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 149,096 shares of SCHB stock, worth $3.33 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
149,096
Previous 149,339 0.16%
Holding current value
$3.33 Million
Previous $9.39 Million 5.63%
% of portfolio
0.61%
Previous 0.63%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$59.93 - $66.52 $14,562 - $16,164
-243 Reduced 0.16%
149,096 $9.92 Million
Q2 2024

Jul 16, 2024
SELL
$57.57 - $63.3 $21,185 - $23,294
-368 Reduced 0.25%
149,339 $9.39 Million
Q1 2024

Apr 15, 2024
BUY
$54.61 - $61.05 $136,470 - $152,563
2,499 Added 1.7%
149,707 $9.14 Million
Q4 2023

Jan 10, 2024
BUY
$47.61 - $55.91 $1.01 Million - $1.18 Million
21,120 Added 16.75%
147,208 $8.2 Million
Q3 2023

Oct 10, 2023
BUY
$49.59 - $53.57 $7,438 - $8,035
150 Added 0.12%
126,088 $6.29 Million
Q2 2023

Aug 04, 2023
BUY
$47.08 - $51.7 $173,348 - $190,359
3,682 Added 3.01%
125,938 $6.51 Million
Q1 2023

Apr 25, 2023
BUY
$44.47 - $49.23 $104,993 - $116,232
2,361 Added 1.97%
122,256 $5.85 Million
Q4 2022

Jan 27, 2023
BUY
$41.94 - $47.81 $56,493 - $64,400
1,347 Added 1.14%
119,895 $0
Q3 2022

Oct 24, 2022
SELL
$41.99 - $50.63 $156,454 - $188,647
-3,726 Reduced 3.05%
118,548 $4.98 Million
Q2 2022

Jul 22, 2022
BUY
$42.93 - $53.98 $235,857 - $296,566
5,494 Added 4.7%
122,274 $5.4 Million
Q1 2022

Apr 27, 2022
BUY
$49.15 - $56.85 $3.2 Million - $3.7 Million
65,099 Added 125.96%
116,780 $6.24 Million
Q4 2021

Jan 19, 2022
SELL
$51.87 - $56.86 $5,498 - $6,027
-106 Reduced 0.2%
51,681 $5.84 Million
Q3 2021

Oct 29, 2021
BUY
$51.32 - $54.83 $48,702 - $52,033
949 Added 1.87%
51,787 $5.38 Million
Q2 2021

Jul 29, 2021
BUY
$48.92 - $52.14 $170,730 - $181,968
3,490 Added 7.37%
50,838 $5.3 Million
Q1 2021

May 10, 2021
BUY
$44.89 - $48.81 $207,391 - $225,502
4,620 Added 10.81%
47,348 $4.58 Million
Q4 2020

Jan 26, 2021
BUY
$39.03 - $45.5 $1.67 Million - $1.94 Million
42,728 New
42,728 $3.89 Million

Others Institutions Holding SCHB

# of Institutions
1,161
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
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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