Aspiriant, LLC Schwab Strategic Tr Us Broad M Transaction History

Aspiriant, LLC

$2.61 Billion
Q3 2024

A detailed history of Aspiriant, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aspiriant, LLC holds 26,051 shares of SCHB stock, worth $605,946. This represents 0.07% of its overall portfolio holdings.

Number of Shares

26,051

Previous 24,748 5.27%

Holding current value

$605,946

Previous $1.56 Million 11.38%

% of portfolio

0.07%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$59.93 - $66.52 $78,088 - $86,675	1,303 Added 5.27%	26,051 $1.73 Million
Q2 2024 Jul 15, 2024	SELL	$57.57 - $63.3 $2,072 - $2,278	-36 Reduced 0.15%	24,748 $1.56 Million
Q2 2023 Jul 19, 2023	BUY	$47.08 - $51.7 $24,858 - $27,297	528 Added 2.18%	24,784 $1.28 Million
Q4 2022 Jan 23, 2023	SELL	$41.94 - $47.81 $47,727 - $54,407	-1,138 Reduced 4.48%	24,256 $0
Q3 2022 Oct 28, 2022	BUY	$41.99 - $50.63 $24,354 - $29,365	580 Added 2.34%	25,394 $1.07 Million
Q2 2022 Jul 25, 2022	BUY	$42.93 - $53.98 $686 - $863	16 Added 0.06%	24,814 $1.1 Million
Q1 2022 May 06, 2022	BUY	$49.15 - $56.85 $616,881 - $713,524	12,551 Added 102.48%	24,798 $1.33 Million
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $635,251 - $696,364	12,247 New	12,247 $1.38 Million

Others Institutions Holding SCHB

# of Institutions

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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