A detailed history of Accredited Investors Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Accredited Investors Inc. holds 1,619,374 shares of SCHB stock, worth $37.2 Million. This represents 6.41% of its overall portfolio holdings.

Number of Shares
1,619,374
Previous 4,361 37033.09%
Holding current value
$37.2 Million
Previous $290,000 37044.83%
% of portfolio
6.41%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$59.93 - $66.52 $96.8 Million - $107 Million
1,615,013 Added 37033.09%
1,619,374 $108 Million
Q3 2024

Nov 05, 2024

SELL
$59.93 - $66.52 $96.3 Million - $107 Million
-1,607,264 Reduced 99.73%
4,361 $290,000
Q2 2024

Jul 19, 2024

BUY
$57.57 - $63.3 $33.1 Million - $36.4 Million
575,019 Added 55.47%
1,611,625 $101 Million
Q1 2024

May 14, 2024

BUY
$54.61 - $61.05 $1.5 Million - $1.68 Million
27,493 Added 2.72%
1,036,606 $63.3 Million
Q4 2023

Feb 07, 2024

BUY
$47.61 - $55.91 $4.03 Million - $4.73 Million
84,558 Added 9.15%
1,009,113 $56.2 Million
Q3 2023

Nov 07, 2023

SELL
$49.59 - $53.57 $376,140 - $406,328
-7,585 Reduced 0.81%
924,555 $46.1 Million
Q2 2023

Aug 03, 2023

BUY
$47.08 - $51.7 $1.75 Million - $1.92 Million
37,167 Added 4.15%
932,140 $48.2 Million
Q1 2023

Apr 24, 2023

BUY
$44.47 - $49.23 $6.97 Million - $7.72 Million
156,738 Added 21.23%
894,973 $42.8 Million
Q4 2022

Feb 07, 2023

BUY
$41.94 - $47.81 $10.9 Million - $12.4 Million
260,295 Added 54.46%
738,235 $33.1 Million
Q3 2022

Nov 08, 2022

SELL
$41.99 - $50.63 $666,801 - $804,004
-15,880 Reduced 3.22%
477,940 $20.1 Million
Q2 2022

Jul 21, 2022

SELL
$42.93 - $53.98 $381,390 - $479,558
-8,884 Reduced 1.77%
493,820 $21.8 Million
Q1 2022

May 06, 2022

BUY
$49.15 - $56.85 $12.4 Million - $14.4 Million
252,551 Added 100.96%
502,704 $26.8 Million
Q4 2021

Jan 31, 2022

SELL
$51.87 - $56.86 $204,004 - $223,630
-3,933 Reduced 1.55%
250,153 $28.3 Million
Q3 2021

Nov 12, 2021

SELL
$51.32 - $54.83 $263,938 - $281,990
-5,143 Reduced 1.98%
254,086 $26.4 Million
Q2 2021

Jul 30, 2021

SELL
$48.92 - $52.14 $72,108 - $76,854
-1,474 Reduced 0.57%
259,229 $27 Million
Q1 2021

Apr 16, 2021

SELL
$44.89 - $48.81 $383,225 - $416,690
-8,537 Reduced 3.17%
260,703 $25.2 Million
Q4 2020

Feb 11, 2021

SELL
$39.03 - $45.5 $791,684 - $922,922
-20,284 Reduced 7.01%
269,240 $24.5 Million
Q3 2020

Nov 05, 2020

SELL
$36.93 - $42.52 $5.29 Million - $6.09 Million
-143,279 Reduced 33.1%
289,524 $0
Q2 2020

Jul 29, 2020

SELL
$28.84 - $38.49 $1.27 Million - $1.69 Million
-43,909 Reduced 9.21%
432,803 $31.8 Million
Q1 2020

May 15, 2020

BUY
$26.18 - $40.44 $130,612 - $201,755
4,989 Added 1.06%
476,712 $28.8 Million
Q4 2019

Jan 23, 2020

BUY
$34.47 - $38.58 $755,927 - $846,059
21,930 Added 4.88%
471,723 $36.3 Million
Q3 2019

Nov 14, 2019

SELL
$35.32 - $36.13 $543,256 - $555,715
-15,381 Reduced 3.31%
449,793 $31.9 Million
Q2 2019

Aug 13, 2019

SELL
N/A
-8,360 Reduced 1.77%
465,174 $0
Q1 2019

Apr 17, 2019

SELL
N/A
-17,635 Reduced 3.59%
473,534 $32.2 Million
Q4 2018

Feb 13, 2019

SELL
N/A
-19,662 Reduced 3.85%
491,169 $29.4 Million
Q3 2018

Oct 23, 2018

SELL
N/A
-105,252 Reduced 17.08%
510,831 $36 Million
Q2 2018

Jul 31, 2018

SELL
N/A
-20,201 Reduced 3.17%
616,083 $40.7 Million
Q1 2018

Apr 18, 2018

SELL
N/A
-11,579 Reduced 1.79%
636,284 $40.6 Million
Q4 2017

Jan 17, 2018

SELL
N/A
-19,950 Reduced 2.99%
647,863 $41.8 Million
Q3 2017

Oct 30, 2017

BUY
N/A
667,813
667,813 $40.7 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Accredited Investors Inc. Portfolio

Follow Accredited Investors Inc. 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 Accredited Investors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Accredited Investors Inc. with notifications on news.