Ahl Investment Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Ahl Investment Management, Inc.

  • $136 Million
  • Q2 2024

A detailed history of Ahl Investment Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ahl Investment Management, Inc. holds 83,419 shares of SCHB stock, worth $5.54 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares
83,419
Previous 77,087 8.21%
Holding current value
$5.54 Million
Previous $4.71 Million 11.43%
% of portfolio
3.85%
Previous 3.61%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$57.57 - $63.3 $364,533 - $400,815
6,332 Added 8.21%
83,419 $5.24 Million
Q1 2024

Apr 15, 2024
SELL
$54.61 - $61.05 $39,865 - $44,566
-730 Reduced 0.94%
77,087 $4.71 Million
Q4 2023

Jan 17, 2024
SELL
$47.61 - $55.91 $15,235 - $17,891
-320 Reduced 0.41%
77,817 $4.33 Million
Q3 2023

Oct 05, 2023
SELL
$49.59 - $53.57 $9,868 - $10,660
-199 Reduced 0.25%
78,137 $3.9 Million
Q2 2023

Jul 19, 2023
SELL
$47.08 - $51.7 $28,012 - $30,761
-595 Reduced 0.75%
78,336 $4.05 Million
Q1 2023

Apr 13, 2023
SELL
$44.47 - $49.23 $144,972 - $160,489
-3,260 Reduced 3.97%
78,931 $3.78 Million
Q4 2022

Jan 17, 2023
SELL
$41.94 - $47.81 $651,831 - $743,063
-15,542 Reduced 15.9%
82,191 $0
Q3 2022

Oct 14, 2022
BUY
$41.99 - $50.63 $66,638 - $80,349
1,587 Added 1.65%
97,733 $4.1 Million
Q2 2022

Jul 20, 2022
BUY
$42.93 - $53.98 $1.59 Million - $2 Million
36,965 Added 62.46%
96,146 $4.25 Million
Q1 2022

Apr 28, 2022
BUY
$49.15 - $56.85 $2.11 Million - $2.44 Million
42,885 Added 263.16%
59,181 $3.16 Million
Q4 2021

Feb 03, 2022
BUY
$51.87 - $56.86 $845,273 - $926,590
16,296 New
16,296 $1.84 Million

Others Institutions Holding SCHB

# of Institutions
1,147
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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  • Ticker SCHB
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