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

Apella Capital, LLC

  • $2.18 Billion
  • Q2 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 5,768 shares of SCHB stock, worth $366,960. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,768
Previous 4,892 17.91%
Holding current value
$366,960
Previous $298,000 21.48%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$43.88 - $47.81 $202,330 - $220,451
4,611 New
4,611 $0
Q2 2022

Jul 08, 2022
BUY
N/A
4,670 New
4,670 $206,000
Q1 2022

Apr 11, 2022
SELL
N/A
-1,795 Closed
0 $0
Q4 2021

Jan 13, 2022
BUY
N/A
1,795 New
1,795 $203,000

Others Institutions Holding SCHB

# of Institutions
1,145
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
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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