U.S. Capital Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 13,981 shares of SCHB stock, worth $283,674. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,981
Previous 3,804 267.53%
Holding current value
$283,674
Previous $253,000 25.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 24, 2025
BUY
$22.01 - $66.82 $223,995 - $680,027
10,177 Added 267.53%
13,981 $317,000
Q2 2024

Jul 11, 2024
SELL
$57.57 - $63.3 $544,439 - $598,628
-9,457 Reduced 71.31%
3,804 $239,000
Q1 2024

May 10, 2024
BUY
$54.61 - $61.05 $546 - $610
10 Added 0.08%
13,261 $809,000
Q3 2023

Oct 19, 2023
SELL
$49.59 - $53.57 $23,356 - $25,231
-471 Reduced 3.43%
13,251 $660,000
Q2 2023

Aug 04, 2023
SELL
$47.08 - $51.7 $8,851 - $9,719
-188 Reduced 1.35%
13,722 $709,000
Q4 2022

Feb 03, 2023
SELL
$41.94 - $47.81 $4,739 - $5,402
-113 Reduced 0.81%
13,910 $623,000
Q3 2022

Nov 01, 2022
SELL
$41.99 - $50.63 $19,399 - $23,391
-462 Reduced 3.19%
14,023 $589,000
Q2 2022

Aug 12, 2022
BUY
$42.93 - $53.98 $42,071 - $52,900
980 Added 7.26%
14,485 $640,000
Q1 2022

May 12, 2022
BUY
$49.15 - $56.85 $324,979 - $375,892
6,612 Added 95.92%
13,505 $721,000
Q4 2021

Jan 21, 2022
BUY
$51.87 - $56.86 $232,429 - $254,789
4,481 Added 185.78%
6,893 $779,000
Q3 2021

Nov 01, 2021
BUY
$51.32 - $54.83 $123,783 - $132,249
2,412 New
2,412 $251,000

Others Institutions Holding SCHB

# of Institutions
1,268
Shares Held
482M
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
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email