Alpha Cubed Investments, LLC Schwab Strategic Tr Us Broad M Transaction History

Alpha Cubed Investments, LLC

  • $2.18 Billion
  • Q4 2024

A detailed history of Alpha Cubed Investments, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Alpha Cubed Investments, LLC holds 10,186 shares of SCHB stock, worth $238,046. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,186
Previous 4,198 142.64%
Holding current value
$238,046
Previous $279,000 17.2%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$22.01 - $66.82 $131,795 - $400,118
5,988 Added 142.64%
10,186 $231,000
Q3 2024

Oct 07, 2024
BUY
$59.93 - $66.52 $48,123 - $53,415
803 Added 23.65%
4,198 $279,000
Q2 2024

Jul 15, 2024
SELL
$57.57 - $63.3 $6,390 - $7,026
-111 Reduced 3.17%
3,395 $213,000
Q1 2024

Apr 22, 2024
SELL
$54.61 - $61.05 $3.55 Million - $3.97 Million
-65,005 Reduced 94.88%
3,506 $214,000
Q4 2023

Feb 05, 2024
BUY
$47.61 - $55.91 $5,284 - $6,206
111 Added 0.16%
68,511 $3.81 Million
Q2 2023

Jul 20, 2023
SELL
$47.08 - $51.7 $23,540 - $25,850
-500 Reduced 0.73%
68,400 $3.54 Million
Q3 2022

Nov 03, 2022
BUY
$41.99 - $50.63 $4,199 - $5,063
100 Added 0.15%
68,900 $2.89 Million
Q1 2022

Apr 22, 2022
BUY
$49.15 - $56.85 $1.74 Million - $2.01 Million
35,400 Added 105.99%
68,800 $3.67 Million
Q1 2021

Apr 23, 2021
SELL
$44.89 - $48.81 $14,634 - $15,912
-326 Reduced 0.97%
33,400 $3.23 Million
Q4 2020

Jan 29, 2021
BUY
$39.03 - $45.5 $1,756 - $2,047
45 Added 0.13%
33,726 $3.07 Million
Q2 2020

Jul 13, 2020
BUY
$28.84 - $38.49 $971,360 - $1.3 Million
33,681 New
33,681 $2.48 Million

Others Institutions Holding SCHB

# of Institutions
1,196
Shares Held
256M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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