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

American Capital Advisory, LLC

  • $185 Billion
  • Q1 2025

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 1,621 shares of SCHB stock, worth $34,608. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,621
Previous 2,142 24.32%
Holding current value
$34,608
Previous $48.6 Million 28.22%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$21.23 - $23.75 $11,060 - $12,373
-521 Reduced 24.32%
1,621 $34.9 Million
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
1,271
Shares Held
480M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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  • Sector ETFs
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More about SCHB
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