Wedgewood Investors Inc Schwab Strategic Tr Us Broad M Transaction History

Wedgewood Investors Inc

  • $83.1 Million
  • Q4 2024

A detailed history of Wedgewood Investors Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wedgewood Investors Inc holds 9,074 shares of SCHB stock, worth $201,261. This represents 0.25% of its overall portfolio holdings.

Number of Shares
9,074
Previous 3,022 200.26%
Holding current value
$201,261
Previous $201,000 1.99%
% of portfolio
0.25%
Previous 0.22%

Shares

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

Jan 30, 2025
BUY
$22.01 - $66.82 $133,204 - $404,394
6,052 Added 200.26%
9,074 $205,000
Q3 2024

Oct 31, 2024
BUY
$59.93 - $66.52 $181,108 - $201,023
3,022 New
3,022 $201,000
Q1 2022

May 03, 2022
SELL
$49.15 - $56.85 $88,568 - $102,443
-1,802 Closed
0 $0
Q4 2021

Jan 28, 2022
SELL
$51.87 - $56.86 $17,220 - $18,877
-332 Reduced 15.56%
1,802 $204,000
Q1 2021

Apr 28, 2021
BUY
$44.89 - $48.81 $95,795 - $104,160
2,134 New
2,134 $206,000

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
422M
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
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