News + Filings Holdings
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TrinityPoint Wealth, LLC
> SCHB
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | SCHWAB STRATEGIC TRUST | SCHB | 271,278 | 16,318 | 14,025,059,000 | 2,600,311,000 | $51,699.95 |
12/31/2022 | SCHWAB STRATEGIC TRUST | SCHB | 254,960 | -1,292 | 11,424,748,000 | 11,413,988,000 | $44,809.96 |
09/30/2022 | SCHWAB STRATEGIC TRUST | SCHB | 256,252 | -5,350 | 10,760,000 | -800,000 | $41.99 |
06/30/2022 | SCHWAB STRATEGIC TRUST | SCHB | 261,602 | -1,014 | 11,560,000 | -2,461,000 | $44.19 |
03/31/2022 | SCHWAB STRATEGIC TRUST | SCHB | 262,616 | 128,463 | 14,021,000 | -1,140,000 | $53.39 |
12/31/2021 | SCHWAB STRATEGIC TRUST | SCHB | 134,153 | 847 | 15,161,000 | 1,316,000 | $113.01 |
09/30/2021 | SCHWAB STRATEGIC TRUST | SCHB | 133,306 | 781 | 13,845,000 | 27,000 | $103.86 |
06/30/2021 | SCHWAB STRATEGIC TRUST | SCHB | 132,525 | 1,659 | 13,818,000 | 1,162,000 | $104.27 |
03/31/2021 | SCHWAB STRATEGIC TRUST | SCHB | 130,866 | 480 | 12,656,000 | 419,000 | $96.71 |
12/31/2020 | SCHWAB STRATEGIC TRUST | SCHB | 130,386 | 203 | 12,237,000 | 1,869,000 | $93.85 |
09/30/2020 | SCHWAB STRATEGIC TRUST | SCHB | 130,183 | -15,517 | 10,368,000 | -337,000 | $79.64 |
06/30/2020 | SCHWAB STRATEGIC TRUST | SCHB | 145,700 | -1,091 | 10,705,000 | 1,834,000 | $73.47 |
03/31/2020 | SCHWAB STRATEGIC TRUST | SCHB | 146,791 | 294 | 8,871,000 | -2,392,000 | $60.43 |
12/31/2019 | SCHWAB STRATEGIC TRUST | SCHB | 146,497 | -287 | 11,263,000 | 466,000 | $76.88 |
09/30/2019 | SCHWAB STRATEGIC TRUST | SCHB | 146,784 | 146,784 | 10,797,000 | 10,797,000 | $73.56 |
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