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

Ahl Investment Management, Inc.

$143 Million
Q4 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 285,647 shares of SCHB stock, worth $6.68 Million. This represents 4.55% of its overall portfolio holdings.

Number of Shares

285,647

Previous 96,106 197.22%

Holding current value

$6.68 Million

Previous $6.39 Million 1.44%

% of portfolio

4.55%

Previous 4.41%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$22.01 - $66.82 $4.17 Million - $12.7 Million	189,541 Added 197.22%	285,647 $6.48 Million
Q3 2024 Oct 30, 2024	BUY	$59.93 - $66.52 $760,331 - $843,939	12,687 Added 15.21%	96,106 $6.39 Million
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

1,196

Shares Held

256M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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