Ausdal Financial Partners, Inc. Schwab Strategic Tr Us Broad M Transaction History

Ausdal Financial Partners, Inc.

$1.1 Billion
Q4 2024

A detailed history of Ausdal Financial Partners, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ausdal Financial Partners, Inc. holds 197,989 shares of SCHB stock, worth $4.24 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

197,989

Previous 34,207 478.8%

Holding current value

$4.24 Million

Previous $2.28 Million 97.54%

% of portfolio

0.41%

Previous 0.25%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$22.01 - $66.82 $3.6 Million - $10.9 Million	163,782 Added 478.8%	197,989 $4.49 Million
Q3 2024 Oct 04, 2024	SELL	$59.93 - $66.52 $72,395 - $80,356	-1,208 Reduced 3.41%	34,207 $2.28 Million
Q2 2024 Aug 06, 2024	SELL	$57.57 - $63.3 $15,256 - $16,774	-265 Reduced 0.74%	35,415 $2.23 Million
Q1 2024 Apr 12, 2024	BUY	$54.61 - $61.05 $20,314 - $22,710	372 Added 1.05%	35,680 $2.18 Million
Q4 2023 Jan 11, 2024	BUY	$47.61 - $55.91 $109,122 - $128,145	2,292 Added 6.94%	35,308 $1.97 Million
Q3 2023 Nov 08, 2023	BUY	$49.59 - $53.57 $212,741 - $229,815	4,290 Added 14.93%	33,016 $1.65 Million
Q2 2023 Jul 31, 2023	BUY	$47.08 - $51.7 $47 - $51	1 Added 0.0%	28,726 $1.49 Million
Q1 2023 May 04, 2023	BUY	$44.47 - $49.23 $64,837 - $71,777	1,458 Added 5.35%	28,725 $1.37 Million
Q4 2022 Feb 03, 2023	SELL	$41.94 - $47.81 $64,797 - $73,866	-1,545 Reduced 5.36%	27,267 $1.22 Million
Q3 2022 Nov 09, 2022	SELL	$41.99 - $50.63 $5,248 - $6,328	-125 Reduced 0.43%	28,812 $1.21 Million
Q2 2022 Aug 09, 2022	SELL	$42.93 - $53.98 $82,125 - $103,263	-1,913 Reduced 6.2%	28,937 $1.28 Million
Q1 2022 May 04, 2022	BUY	$49.15 - $56.85 $748,161 - $865,370	15,222 Added 97.4%	30,850 $1.65 Million
Q4 2021 Feb 08, 2022	BUY	$51.87 - $56.86 $18,413 - $20,185	355 Added 2.32%	15,628 $1.77 Million
Q3 2021 Nov 01, 2021	SELL	$51.32 - $54.83 $4,978 - $5,318	-97 Reduced 0.63%	15,273 $1.59 Million
Q2 2021 Jul 19, 2021	BUY	$48.92 - $52.14 $102,732 - $109,494	2,100 Added 15.83%	15,370 $1.6 Million
Q1 2021 May 05, 2021	BUY	$44.89 - $48.81 $55,753 - $60,622	1,242 Added 10.33%	13,270 $1.28 Million
Q4 2020 Feb 01, 2021	BUY	$39.03 - $45.5 $57,413 - $66,930	1,471 Added 13.93%	12,028 $1.09 Million
Q3 2020 Nov 04, 2020	BUY	$36.93 - $42.52 $117,658 - $135,468	3,186 Added 43.22%	10,557 $841,000
Q2 2020 Aug 06, 2020	BUY	$28.84 - $38.49 $19,063 - $25,441	661 Added 9.85%	7,371 $542,000
Q1 2020 May 04, 2020	BUY	$26.18 - $40.44 $63,722 - $98,430	2,434 Added 56.92%	6,710 $443,000
Q4 2019 Feb 14, 2020	BUY	$34.47 - $38.58 $7,962 - $8,911	231 Added 5.71%	4,276 $333,000
Q3 2019 Nov 19, 2019	BUY	$35.32 - $36.13 $142,869 - $146,145	4,045 New	4,045 $287,000

Others Institutions Holding SCHB

# of Institutions

1,272

Shares Held

485M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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Ausdal Financial Partners, Inc. Schwab Strategic Tr Us Broad M Transaction History