Wade G W & Inc Schwab Strategic Tr Us Broad M Transaction History

Wade G W & Inc

$3.08 Billion
Q4 2023

A detailed history of Wade G W & Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wade G W & Inc holds 9,831 shares of SCHB stock, worth $221,197. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,831

Previous 9,824 0.07%

Holding current value

$221,197

Previous $490,000 11.63%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$47.61 - $55.91 $333 - $391	7 Added 0.07%	9,831 $547,000
Q3 2023 Nov 08, 2023	BUY	$49.59 - $53.57 $29,357 - $31,713	592 Added 6.41%	9,824 $490,000
Q2 2023 Aug 10, 2023	BUY	$47.08 - $51.7 $188 - $206	4 Added 0.04%	9,232 $477,000
Q1 2023 May 09, 2023	BUY	$44.47 - $49.23 $16,364 - $18,116	368 Added 4.15%	9,228 $442,000
Q4 2022 Feb 10, 2023	SELL	$41.94 - $47.81 $31,916 - $36,383	-761 Reduced 7.91%	8,860 $397,000
Q3 2022 Nov 10, 2022	BUY	$41.99 - $50.63 $122,526 - $147,738	2,918 Added 43.53%	9,621 $404,000
Q2 2022 Aug 09, 2022	BUY	$42.93 - $53.98 $118,443 - $148,930	2,759 Added 69.95%	6,703 $296,000
Q1 2022 May 10, 2022	BUY	$49.15 - $56.85 $193,847 - $224,216	3,944 New	3,944 $211,000

Others Institutions Holding SCHB

# of Institutions

1,263

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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