Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Glass Jacobson Investment Advisors LLC

$302 Billion
Q3 2024

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 20,135 shares of SCHB stock, worth $471,561. This represents 0.44% of its overall portfolio holdings.

Number of Shares

20,135

Previous 16,953 18.77%

Holding current value

$471,561

Previous $1.07 Billion 25.67%

% of portfolio

0.44%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	BUY	$59.93 - $66.52 $190,697 - $211,666	3,182 Added 18.77%	20,135 $1.34 Billion
Q2 2024 Aug 12, 2024	BUY	$57.57 - $63.3 $20,667 - $22,724	359 Added 2.16%	16,953 $1.07 Billion
Q1 2024 Apr 26, 2024	BUY	$54.61 - $61.05 $68,371 - $76,434	1,252 Added 8.16%	16,594 $1.01 Billion
Q4 2023 Jan 22, 2024	BUY	$47.61 - $55.91 $135,926 - $159,623	2,855 Added 22.86%	15,342 $854 Million
Q3 2023 Nov 07, 2023	BUY	$49.59 - $53.57 $198 - $214	4 Added 0.03%	12,487 $622 Million
Q2 2023 Jul 25, 2023	BUY	$47.08 - $51.7 $10,404 - $11,425	221 Added 1.8%	12,483 $645 Million
Q4 2022 Feb 06, 2023	BUY	$41.94 - $47.81 $514,268 - $586,246	12,262 New	12,262 $549 Million

Others Institutions Holding SCHB

# of Institutions

1,180

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History