A detailed history of American Investment Services, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, American Investment Services, Inc. holds 370,758 shares of SCHB stock, worth $24 Million. This represents 4.09% of its overall portfolio holdings.

Number of Shares
370,758
Previous 370,768 0.0%
Holding current value
$24 Million
Previous $20.6 Million 9.66%
% of portfolio
4.09%
Previous 3.96%

Shares

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

May 13, 2024

SELL
$54.61 - $61.05 $546 - $610
-10 Reduced -0.0%
370,758 $22.6 Million
Q4 2023

Feb 12, 2024

SELL
$47.61 - $55.91 $571 - $670
-12 Reduced -0.0%
370,768 $20.6 Million
Q3 2023

Nov 09, 2023

BUY
$49.59 - $53.57 $193,450 - $208,976
3,901 Added 1.06%
370,780 $18.5 Million
Q2 2023

Aug 07, 2023

BUY
$47.08 - $51.7 $282 - $310
6 Added 0.0%
366,879 $19 Million
Q4 2022

Feb 03, 2023

BUY
$43.88 - $47.81 $43 - $47
1 Added 0.0%
366,873 $16.4 Million
Q3 2022

Nov 09, 2022

BUY
N/A
13,261 Added 3.75%
366,872 $15.4 Million
Q2 2022

Aug 02, 2022

BUY
N/A
13,351 Added 3.92%
353,611 $15.6 Million
Q1 2022

May 10, 2022

BUY
N/A
218,130 Added 178.6%
340,260 $18.2 Million
Q4 2021

Feb 08, 2022

SELL
N/A
-14 Reduced 0.01%
122,130 $13.8 Million
Q1 2021

May 10, 2021

BUY
N/A
122,144 New
122,144 $11.8 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track American Investment Services, Inc. Portfolio

Follow American Investment Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of American Investment Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on American Investment Services, Inc. with notifications on news.