Aa Financial Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Aa Financial Advisors, LLC

  • $375 Billion
  • Q4 2024

A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 17,672 shares of SCHB stock, worth $375,176. This represents 0.11% of its overall portfolio holdings.

Number of Shares
17,672
Previous 5,910 199.02%
Holding current value
$375,176
Previous $393 Million 2.04%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jan 23, 2025
BUY
$22.01 - $66.82 $258,881 - $785,936
11,762 Added 199.02%
17,672 $401 Million
Q3 2024

Oct 18, 2024
BUY
$59.93 - $66.52 $958 - $1,064
16 Added 0.27%
5,910 $393 Million
Q2 2024

Jul 16, 2024
BUY
$57.57 - $63.3 $29,993 - $32,979
521 Added 9.7%
5,894 $371 Million
Q1 2024

May 03, 2024
BUY
$54.61 - $61.05 $293,419 - $328,021
5,373 New
5,373 $328 Million

Others Institutions Holding SCHB

# of Institutions
1,265
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
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 Aa Financial Advisors, LLC Portfolio

Follow Aa Financial Advisors, 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 Aa Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aa Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email