Wescott Financial Advisory Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Wescott Financial Advisory Group, LLC

  • $862 Million
  • Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 11,721 shares of SCHB stock, worth $237,350. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,721
Previous 3,907 200.0%
Holding current value
$237,350
Previous $259,000 2.7%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 12, 2025
BUY
$22.01 - $66.82 $171,986 - $522,131
7,814 Added 200.0%
11,721 $266,000
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $419 - $465
7 Added 0.18%
3,907 $259,000
Q1 2024

May 13, 2024
SELL
$54.61 - $61.05 $78,856 - $88,156
-1,444 Reduced 27.02%
3,900 $238,000
Q4 2023

Feb 13, 2024
BUY
$47.61 - $55.91 $523 - $615
11 Added 0.21%
5,344 $297,000
Q3 2023

Nov 09, 2023
BUY
$49.59 - $53.57 $495 - $535
10 Added 0.19%
5,333 $265,000
Q2 2023

Aug 11, 2023
BUY
$47.08 - $51.7 $470 - $517
10 Added 0.19%
5,323 $275,000
Q1 2023

May 10, 2023
BUY
$44.47 - $49.23 $444 - $492
10 Added 0.19%
5,313 $254,000
Q4 2022

Feb 06, 2023
BUY
$41.94 - $47.81 $461 - $525
11 Added 0.21%
5,303 $237,000
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $222,211 - $267,933
5,292 New
5,292 $222,000

Others Institutions Holding SCHB

# of Institutions
1,268
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
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More about SCHB
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