Almanack Investment Partners, Llc. Schwab Strategic Tr Us Broad M Transaction History

Almanack Investment Partners, Llc.

  • $570 Million
  • Q1 2024

A detailed history of Almanack Investment Partners, Llc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Almanack Investment Partners, Llc. holds 237,425 shares of SCHB stock, worth $15.2 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
237,425
Previous 173,580 36.78%
Holding current value
$15.2 Million
Previous $9.66 Million 49.99%
% of portfolio
2.54%
Previous 1.4%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$54.61 - $61.05 $3.49 Million - $3.9 Million
63,845 Added 36.78%
237,425 $14.5 Million
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $4.86 Million - $5.71 Million
102,104 Added 142.85%
173,580 $9.66 Million
Q3 2023

Oct 05, 2023
SELL
$49.59 - $53.57 $1.76 Million - $1.91 Million
-35,565 Reduced 33.23%
71,476 $3.56 Million
Q2 2023

Aug 07, 2023
SELL
$47.08 - $51.7 $853,795 - $937,579
-18,135 Reduced 14.49%
107,041 $5.53 Million
Q1 2023

May 08, 2023
SELL
$44.47 - $49.23 $202,516 - $224,193
-4,554 Reduced 3.51%
125,176 $5.99 Million
Q4 2022

Feb 08, 2023
BUY
$43.88 - $47.81 $5.69 Million - $6.2 Million
129,730 New
129,730 $5.81 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-116,955 Reduced 11.3%
918,327 $40.6 Million
Q1 2022

May 13, 2022
BUY
N/A
467,117 Added 82.22%
1,035,282 $55.3 Million
Q4 2021

Feb 11, 2022
BUY
N/A
13,182 Added 2.38%
568,165 $64.2 Million
Q3 2021

Nov 04, 2021
BUY
N/A
112,569 Added 25.44%
554,983 $57.6 Million
Q2 2021

Aug 04, 2021
BUY
N/A
37,808 Added 9.34%
442,414 $46.1 Million
Q1 2021

May 11, 2021
BUY
N/A
37,304 Added 10.16%
404,606 $39.1 Million
Q4 2020

Feb 03, 2021
BUY
N/A
4,666 Added 1.29%
367,302 $33.4 Million
Q3 2020

Nov 12, 2020
BUY
N/A
21,374 Added 6.26%
362,636 $30.7 Million
Q2 2020

Aug 10, 2020
BUY
N/A
34,979 Added 11.42%
341,262 $25.1 Million
Q1 2020

May 13, 2020
BUY
N/A
9,004 Added 3.03%
306,283 $18.5 Million
Q4 2019

Feb 10, 2020
BUY
N/A
35,447 Added 13.54%
297,279 $22.9 Million
Q3 2019

Nov 08, 2019
BUY
N/A
61,477 Added 30.68%
261,832 $18.6 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-1,641 Reduced 0.81%
200,355 $0
Q1 2019

May 15, 2019
SELL
N/A
-1,976 Reduced 0.97%
201,996 $13.7 Million
Q4 2018

Jan 25, 2019
SELL
N/A
-145,989 Reduced 41.72%
203,972 $12.2 Million
Q3 2018

Nov 13, 2018
BUY
N/A
72,144 Added 25.97%
349,961 $23.7 Million
Q2 2018

Aug 15, 2018
BUY
N/A
40,718 Added 17.17%
277,817 $18.3 Million
Q1 2018

May 15, 2018
BUY
N/A
34,385 Added 16.96%
237,099 $15.1 Million
Q4 2017

Feb 13, 2018
BUY
N/A
31,924 Added 18.69%
202,714 $13.2 Million
Q3 2017

Nov 13, 2017
BUY
N/A
170,790
170,790 $10.4 Million

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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