Mason & Associates, LLC Schwab Strategic Tr Us Broad M Transaction History

Mason & Associates, LLC

  • $335 Billion
  • Q4 2024

A detailed history of Mason & Associates, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Mason & Associates, LLC holds 110,587 shares of SCHB stock, worth $2.6 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
110,587
Previous 37,551 194.5%
Holding current value
$2.6 Million
Previous $2.5 Billion 0.5%
% of portfolio
0.75%
Previous 0.76%

Shares

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

Jan 15, 2025
BUY
$22.01 - $66.82 $1.61 Million - $4.88 Million
73,036 Added 194.5%
110,587 $2.51 Billion
Q3 2024

Oct 15, 2024
SELL
$59.93 - $66.52 $40,392 - $44,834
-674 Reduced 1.76%
37,551 $2.5 Billion
Q2 2024

Jul 16, 2024
BUY
$57.57 - $63.3 $2.2 Million - $2.42 Million
38,225 New
38,225 $2.4 Billion

Others Institutions Holding SCHB

# of Institutions
1,210
Shares Held
315M
Call Options Held
191K
Put Options Held
20.7K
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 Mason & Associates, LLC Portfolio

Follow Mason & Associates, 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 Mason & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mason & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email