Wealth Bridge Capital Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Wealth Bridge Capital Management, LLC

  • $354 Million
  • Q4 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 15,559 shares of SCHB stock, worth $333,584. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,559
Previous 5,184 200.14%
Holding current value
$333,584
Previous $344,000 2.62%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Feb 03, 2025
BUY
$22.01 - $66.82 $228,353 - $693,257
10,375 Added 200.14%
15,559 $353,000
Q3 2024

Oct 07, 2024
SELL
$59.93 - $66.52 $11,686 - $12,971
-195 Reduced 3.63%
5,184 $344,000
Q1 2024

Apr 30, 2024
BUY
$54.61 - $61.05 $5,624 - $6,288
103 Added 1.95%
5,379 $328,000
Q4 2023

Feb 12, 2024
SELL
$47.61 - $55.91 $3,142 - $3,690
-66 Reduced 1.24%
5,276 $293,000
Q3 2023

Nov 08, 2023
SELL
$49.59 - $53.57 $98,981 - $106,925
-1,996 Reduced 27.2%
5,342 $266,000
Q2 2023

Aug 01, 2023
SELL
$47.08 - $51.7 $19,867 - $21,817
-422 Reduced 5.44%
7,338 $379,000
Q1 2023

May 10, 2023
SELL
$44.47 - $49.23 $152,131 - $168,415
-3,421 Reduced 30.6%
7,760 $371,000
Q4 2022

Jan 31, 2023
SELL
$41.94 - $47.81 $17,530 - $19,984
-418 Reduced 3.6%
11,181 $501,000
Q2 2022

Aug 12, 2022
SELL
$42.93 - $53.98 $12,750 - $16,032
-297 Reduced 2.5%
11,599 $513,000
Q1 2022

Apr 15, 2022
BUY
$49.15 - $56.85 $284,971 - $329,616
5,798 Added 95.08%
11,896 $635,000
Q4 2021

Feb 11, 2022
SELL
$51.87 - $56.86 $2,593 - $2,843
-50 Reduced 0.81%
6,098 $689,000
Q3 2021

Nov 12, 2021
SELL
$51.32 - $54.83 $256 - $274
-5 Reduced 0.08%
6,148 $638,000
Q2 2021

Aug 16, 2021
SELL
$48.92 - $52.14 $17,073 - $18,196
-349 Reduced 5.37%
6,153 $642,000
Q1 2021

May 17, 2021
SELL
$44.89 - $48.81 $11,132 - $12,104
-248 Reduced 3.67%
6,502 $629,000
Q4 2020

Feb 12, 2021
SELL
$39.03 - $45.5 $10,694 - $12,467
-274 Reduced 3.9%
6,750 $614,000
Q3 2020

Nov 13, 2020
SELL
$36.93 - $42.52 $2,141 - $2,466
-58 Reduced 0.82%
7,024 $559,000
Q2 2020

Aug 14, 2020
BUY
$28.84 - $38.49 $57 - $76
2 Added 0.03%
7,082 $520,000
Q1 2020

May 15, 2020
BUY
$26.18 - $40.44 $52 - $80
2 Added 0.03%
7,080 $428,000
Q4 2019

Feb 12, 2020
BUY
$34.47 - $38.58 $4,377 - $4,899
127 Added 1.83%
7,078 $544,000
Q3 2019

Nov 14, 2019
BUY
$35.32 - $36.13 $7,099 - $7,262
201 Added 2.98%
6,951 $494,000
Q2 2019

Aug 13, 2019
SELL
N/A
-925 Reduced 12.05%
6,750 $405,000
Q1 2019

May 15, 2019
BUY
N/A
925 Added 13.7%
7,675 $530,000
Q4 2018

Feb 14, 2019
BUY
N/A
6,750 New
6,750 $405,000

Others Institutions Holding SCHB

# of Institutions
1,270
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
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Wealth Bridge Capital Management, LLC Portfolio

Follow Wealth Bridge Capital Management, 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 Wealth Bridge Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Bridge Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email