Apella Capital, LLC Schwab Strategic Tr Us Broad M Transaction History

Apella Capital, LLC

$2.41 Billion
Q3 2024

A detailed history of Apella Capital, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Apella Capital, LLC holds 6,143 shares of SCHB stock, worth $142,886. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,143

Previous 5,768 6.5%

Holding current value

$142,886

Previous $362,000 12.71%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$59.93 - $66.52 $22,473 - $24,945	375 Added 6.5%	6,143 $408,000
Q2 2024 Jul 10, 2024	BUY	$57.57 - $63.3 $50,431 - $55,450	876 Added 17.91%	5,768 $362,000
Q1 2024 Apr 10, 2024	SELL	$54.61 - $61.05 $99,062 - $110,744	-1,814 Reduced 27.05%	4,892 $298,000
Q4 2023 Jan 05, 2024	BUY	$47.61 - $55.91 $15,663 - $18,394	329 Added 5.16%	6,706 $373,000
Q3 2023 Oct 10, 2023	BUY	$49.59 - $53.57 $85,989 - $92,890	1,734 Added 37.35%	6,377 $317,000
Q2 2023 Jul 06, 2023	BUY	$47.08 - $51.7 $1,506 - $1,654	32 Added 0.69%	4,643 $240,000
Q4 2022 Jan 10, 2023	BUY	$41.94 - $47.81 $193,385 - $220,451	4,611 New	4,611 $0
Q2 2022 Jul 08, 2022	BUY	$42.93 - $53.98 $200,483 - $252,086	4,670 New	4,670 $206,000
Q1 2022 Apr 11, 2022	SELL	$49.15 - $56.85 $88,224 - $102,045	-1,795 Closed	0 $0
Q4 2021 Jan 13, 2022	BUY	$51.87 - $56.86 $93,106 - $102,063	1,795 New	1,795 $203,000

Others Institutions Holding SCHB

# of Institutions

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Apella Capital, LLC Schwab Strategic Tr Us Broad M Transaction History