Adviser Investments LLC Schwab Strategic Tr Us Broad M Transaction History

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024

A detailed history of Adviser Investments LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Adviser Investments LLC holds 36,323 shares of SCHB stock, worth $857,222. This represents 0.03% of its overall portfolio holdings.

Number of Shares
36,323
Previous 37,343 2.73%
Holding current value
$857,222
Previous $2.35 Million 2.94%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 08, 2024
SELL
$59.93 - $66.52 $61,128 - $67,850
-1,020 Reduced 2.73%
36,323 $2.42 Million
Q2 2024

Aug 12, 2024
SELL
$57.57 - $63.3 $97,869 - $107,610
-1,700 Reduced 4.35%
37,343 $2.35 Million
Q1 2024

Apr 29, 2024
SELL
$54.61 - $61.05 $6,717 - $7,509
-123 Reduced 0.31%
39,043 $2.38 Million
Q4 2023

Feb 01, 2024
BUY
$47.61 - $55.91 $6,998 - $8,218
147 Added 0.38%
39,166 $2.18 Million
Q3 2023

Oct 11, 2023
BUY
$49.59 - $53.57 $595 - $642
12 Added 0.03%
39,019 $1.95 Million
Q2 2023

Aug 04, 2023
BUY
$47.08 - $51.7 $1.84 Million - $2.02 Million
39,007 New
39,007 $2.02 Million

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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