Wealth Architects, LLC Schwab Strategic Tr Us Broad M Transaction History

Wealth Architects, LLC

  • $827 Million
  • Q4 2024

A detailed history of Wealth Architects, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Architects, LLC holds 59,340 shares of SCHB stock, worth $1.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
59,340
Previous 20,044 196.05%
Holding current value
$1.2 Million
Previous $1.33 Million 1.05%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Feb 10, 2025
BUY
$22.01 - $66.82 $864,904 - $2.63 Million
39,296 Added 196.05%
59,340 $1.35 Million
Q3 2024

Oct 31, 2024
BUY
$59.93 - $66.52 $1,138 - $1,263
19 Added 0.09%
20,044 $1.33 Million
Q1 2024

May 13, 2024
SELL
$54.61 - $61.05 $149,139 - $166,727
-2,731 Reduced 12.0%
20,025 $1.22 Million
Q4 2023

Feb 14, 2024
BUY
$47.61 - $55.91 $571 - $670
12 Added 0.05%
22,756 $1.27 Million
Q3 2023

Nov 09, 2023
BUY
$49.59 - $53.57 $25,340 - $27,374
511 Added 2.3%
22,744 $1.13 Million
Q2 2023

Aug 02, 2023
BUY
$47.08 - $51.7 $282 - $310
6 Added 0.03%
22,233 $1.15 Million
Q1 2023

Apr 21, 2023
SELL
$44.47 - $49.23 $14,141 - $15,655
-318 Reduced 1.41%
22,227 $1.06 Million
Q4 2022

Feb 09, 2023
BUY
$41.94 - $47.81 $461 - $525
11 Added 0.05%
22,545 $1.01 Million
Q3 2022

Oct 24, 2022
BUY
$41.99 - $50.63 $7,810 - $9,417
186 Added 0.83%
22,534 $946,000
Q2 2022

Jul 29, 2022
BUY
$42.93 - $53.98 $508,162 - $638,961
11,837 Added 112.62%
22,348 $988,000
Q1 2022

May 17, 2022
BUY
$49.15 - $56.85 $328,125 - $379,530
6,676 Added 174.08%
10,511 $561,000
Q4 2021

Jan 19, 2022
BUY
$51.87 - $56.86 $50,573 - $55,438
975 Added 34.09%
3,835 $433,000
Q3 2021

Nov 09, 2021
SELL
$51.32 - $54.83 $153 - $164
-3 Reduced 0.1%
2,860 $0
Q4 2020

Jan 28, 2021
BUY
$39.03 - $45.5 $156 - $182
4 Added 0.14%
2,863 $260,000
Q3 2020

Nov 09, 2020
BUY
$36.93 - $42.52 $73 - $85
2 Added 0.07%
2,859 $228,000
Q2 2020

Aug 14, 2020
SELL
$28.84 - $38.49 $94,451 - $126,054
-3,275 Reduced 53.41%
2,857 $210,000
Q1 2020

Apr 23, 2020
BUY
$26.18 - $40.44 $70,398 - $108,743
2,689 Added 78.1%
6,132 $371,000
Q4 2019

Jan 28, 2020
BUY
$34.47 - $38.58 $344 - $385
10 Added 0.29%
3,443 $265,000
Q3 2019

Oct 23, 2019
BUY
$35.32 - $36.13 $494 - $505
14 Added 0.41%
3,433 $244,000
Q2 2019

Jul 12, 2019
BUY
N/A
7 Added 0.21%
3,419 $241,000
Q1 2019

May 01, 2019
BUY
N/A
11 Added 0.32%
3,412 $232,000
Q4 2018

Jan 17, 2019
BUY
N/A
13 Added 0.38%
3,401 $204,000
Q3 2018

Oct 04, 2018
SELL
N/A
-140 Reduced 3.97%
3,388 $239,000
Q2 2018

Jul 19, 2018
BUY
N/A
148 Added 4.38%
3,528 $233,000
Q1 2018

Apr 13, 2018
BUY
N/A
1 Added 0.03%
3,380 $216,000
Q4 2017

Jan 31, 2018
SELL
N/A
-501 Reduced 12.91%
3,379 $218,000
Q3 2017

Nov 08, 2017
BUY
N/A
3 Added 0.08%
3,880 $236,000
Q2 2017

Aug 10, 2017
BUY
N/A
3,877
3,877 $226,000

Others Institutions Holding SCHB

# of Institutions
1,269
Shares Held
484M
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
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More about SCHB
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