Pathstone Holdings, LLC Schwab Strategic Tr Us Broad M Transaction History

Pathstone Holdings, LLC

  • $22.2 Billion
  • Q4 2024

A detailed history of Pathstone Holdings, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pathstone Holdings, LLC holds 148,894 shares of SCHB stock, worth $3.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
148,894
Previous 48,663 205.97%
Holding current value
$3.3 Million
Previous $3.24 Million 4.39%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Feb 14, 2025
BUY
$22.01 - $66.82 $2.21 Million - $6.7 Million
100,231 Added 205.97%
148,894 $3.38 Million
Q3 2024

Nov 07, 2024
BUY
$59.93 - $66.52 $138,618 - $153,860
2,313 Added 4.99%
48,663 $3.24 Million
Q2 2024

Aug 14, 2024
BUY
$57.57 - $63.3 $306,157 - $336,629
5,318 Added 12.96%
46,350 $2.91 Million
Q1 2024

May 13, 2024
BUY
$54.61 - $61.05 $5,187 - $5,799
95 Added 0.23%
41,032 $2.51 Million
Q4 2023

Feb 14, 2024
BUY
$47.61 - $55.91 $1.95 Million - $2.29 Million
40,937 New
40,937 $2.28 Million

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

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