Aull & Monroe Investment Management Corp Schwab Strategic Tr Us Broad M Transaction History

Aull & Monroe Investment Management Corp

  • $217 Million
  • Q1 2024

A detailed history of Aull & Monroe Investment Management Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aull & Monroe Investment Management Corp holds 7,295 shares of SCHB stock, worth $471,621. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,295
Previous 7,164 1.83%
Holding current value
$471,621
Previous $398,000 11.81%
% of portfolio
0.2%
Previous 0.2%

Shares

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

May 06, 2024
BUY
$54.61 - $61.05 $7,153 - $7,997
131 Added 1.83%
7,295 $445,000
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $15,868 - $17,142
320 Added 4.68%
7,164 $357,000
Q1 2023

May 12, 2023
SELL
$44.47 - $49.23 $7,115 - $7,876
-160 Reduced 2.28%
6,844 $327,000
Q3 2022

Nov 10, 2022
SELL
N/A
-160 Reduced 2.23%
7,004 $294,000
Q1 2022

May 02, 2022
BUY
N/A
3,582 Added 100.0%
7,164 $382,000
Q4 2021

Feb 02, 2022
BUY
N/A
35 Added 0.99%
3,582 $405,000
Q3 2021

Oct 26, 2021
BUY
N/A
65 Added 1.87%
3,547 $368,000
Q1 2021

Apr 19, 2021
SELL
N/A
-415 Reduced 10.65%
3,482 $337,000
Q4 2020

Feb 02, 2021
BUY
N/A
31 Added 0.8%
3,897 $355,000
Q3 2020

Nov 02, 2020
SELL
N/A
-40 Reduced 1.02%
3,866 $308,000
Q1 2019

Apr 18, 2019
SELL
N/A
-100 Reduced 2.5%
3,906 $266,000
Q4 2018

Feb 13, 2019
BUY
N/A
40 Added 1.01%
4,006 $240,000
Q3 2018

Oct 31, 2018
BUY
N/A
489 Added 14.06%
3,966 $279,000
Q2 2018

Jul 24, 2018
BUY
N/A
3,477 New
3,477 $229,000
Q1 2018

May 10, 2018
SELL
N/A
-3,392 Closed
0 $0
Q4 2017

Jan 29, 2018
SELL
N/A
-70 Reduced 2.02%
3,392 $219,000
Q3 2017

Oct 26, 2017
BUY
N/A
3,462
3,462 $211,000

Others Institutions Holding SCHB

# of Institutions
1,126
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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