American Capital Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History

American Capital Advisory, LLC

  • $181 Billion
  • Q4 2024

A detailed history of American Capital Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, American Capital Advisory, LLC holds 2,142 shares of SCHB stock, worth $50,294. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,142
Previous 618 246.6%
Holding current value
$50,294
Previous $41.1 Million 18.28%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 28, 2025
BUY
$22.01 - $66.82 $33,543 - $101,833
1,524 Added 246.6%
2,142 $48.6 Million
Q3 2024

Oct 30, 2024
SELL
$59.93 - $66.52 $19,297 - $21,419
-322 Reduced 34.26%
618 $41.1 Million
Q2 2024

Jul 29, 2024
SELL
$57.57 - $63.3 $5,699 - $6,266
-99 Reduced 9.53%
940 $52.3 Million
Q1 2024

Apr 29, 2024
BUY
$54.61 - $61.05 $5,406 - $6,043
99 Added 10.53%
1,039 $49.7 Million
Q4 2023

Apr 09, 2024
BUY
$47.61 - $55.91 $44,753 - $52,555
940 New
940 $52.3 Million

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

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