Wealth Shield Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 14,474 shares of SCHB stock, worth $338,112. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,474
Previous 3,627 299.06%
Holding current value
$338,112
Previous $241,000 36.1%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Feb 04, 2025
BUY
$22.01 - $66.82 $238,742 - $724,796
10,847 Added 299.06%
14,474 $328,000
Q3 2024

Nov 04, 2024
SELL
$59.93 - $66.52 $19,776 - $21,951
-330 Reduced 8.34%
3,627 $241,000
Q2 2024

Jul 26, 2024
SELL
$57.57 - $63.3 $39,780 - $43,740
-691 Reduced 14.87%
3,957 $248,000
Q1 2024

Apr 29, 2024
SELL
$54.61 - $61.05 $10,321 - $11,538
-189 Reduced 3.91%
4,648 $283,000
Q3 2023

Oct 25, 2023
SELL
$49.59 - $53.57 $4,810 - $5,196
-97 Reduced 1.97%
4,837 $241,000
Q2 2023

Aug 03, 2023
SELL
$47.08 - $51.7 $71,232 - $78,222
-1,513 Reduced 23.47%
4,934 $255,000
Q1 2023

May 08, 2023
SELL
$44.47 - $49.23 $40,423 - $44,750
-909 Reduced 12.36%
6,447 $308,000
Q4 2022

Feb 13, 2023
SELL
$41.94 - $47.81 $147,502 - $168,147
-3,517 Reduced 32.35%
7,356 $329,000
Q3 2022

Nov 04, 2022
SELL
$41.99 - $50.63 $39,386 - $47,490
-938 Reduced 7.94%
10,873 $457,000
Q2 2022

Aug 11, 2022
SELL
$42.93 - $53.98 $105,221 - $132,304
-2,451 Reduced 17.19%
11,811 $522,000
Q1 2022

May 09, 2022
SELL
$49.15 - $56.85 $11,304 - $13,075
-230 Reduced 1.59%
14,262 $761,000
Q4 2021

Feb 10, 2022
BUY
$51.87 - $56.86 $751,700 - $824,015
14,492 New
14,492 $1.64 Million
Q3 2021

Nov 12, 2021
SELL
$51.32 - $54.83 $32,331 - $34,542
-630 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$48.92 - $52.14 $3,962 - $4,223
81 Added 14.75%
630 $66,000
Q1 2021

May 17, 2021
BUY
$44.89 - $48.81 $24,644 - $26,796
549 New
549 $53,000
Q4 2020

Feb 16, 2021
SELL
$39.03 - $45.5 $19,593 - $22,841
-502 Closed
0 $0
Q1 2019

May 14, 2019
BUY
N/A
502 New
502 $34,000

Others Institutions Holding SCHB

# of Institutions
1,200
Shares Held
288M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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