American Financial Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

American Financial Advisors, LLC

$703 Million
Q3 2024

A detailed history of American Financial Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, American Financial Advisors, LLC holds 5,023 shares of SCHB stock, worth $115,328. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,023

Previous 5,000 0.46%

Holding current value

$115,328

Previous $314,000 6.37%

% of portfolio

0.05%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$59.93 - $66.52 $1,378 - $1,529	23 Added 0.46%	5,023 $334,000
Q2 2024 Jul 24, 2024	SELL	$57.57 - $63.3 $13,010 - $14,305	-226 Reduced 4.32%	5,000 $314,000
Q1 2024 Apr 22, 2024	BUY	$54.61 - $61.05 $1,256 - $1,404	23 Added 0.44%	5,226 $319,000
Q4 2023 Jan 31, 2024	SELL	$47.61 - $55.91 $2,047 - $2,404	-43 Reduced 0.82%	5,203 $289,000
Q3 2023 Nov 14, 2023	BUY	$49.59 - $53.57 $11,058 - $11,946	223 Added 4.44%	5,246 $261,000
Q2 2023 Jul 13, 2023	BUY	$47.08 - $51.7 $800 - $878	17 Added 0.34%	5,023 $259,000
Q1 2023 Apr 18, 2023	BUY	$44.47 - $49.23 $18,410 - $20,381	414 Added 9.02%	5,006 $239,000
Q4 2022 Jan 26, 2023	BUY	$41.94 - $47.81 $192,588 - $219,543	4,592 New	4,592 $0
Q2 2022 Aug 01, 2022	BUY	$42.93 - $53.98 $2,189 - $2,752	51 Added 0.98%	5,251 $232,000
Q1 2022 Apr 27, 2022	BUY	$49.15 - $56.85 $128,330 - $148,435	2,611 Added 100.85%	5,200 $278,000
Q4 2021 Feb 02, 2022	SELL	$51.87 - $56.86 $9,388 - $10,291	-181 Reduced 6.53%	2,589 $293,000
Q3 2021 Nov 05, 2021	BUY	$51.32 - $54.83 $4,259 - $4,550	83 Added 3.09%	2,770 $288,000
Q2 2021 Aug 05, 2021	BUY	$48.92 - $52.14 $3,522 - $3,754	72 Added 2.75%	2,687 $280,000
Q1 2021 May 13, 2021	SELL	$44.89 - $48.81 $44 - $48	-1 Reduced 0.04%	2,615 $253,000
Q4 2020 Feb 16, 2021	BUY	$39.03 - $45.5 $2,068 - $2,411	53 Added 2.07%	2,616 $238,000
Q3 2020 Nov 09, 2020	BUY	$36.93 - $42.52 $94,651 - $108,978	2,563 New	2,563 $204,000

Others Institutions Holding SCHB

# of Institutions

1,179

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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American Financial Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History