Aviance Capital Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Aviance Capital Partners, LLC

$733 Million
Q3 2024

A detailed history of Aviance Capital Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Aviance Capital Partners, LLC holds 6,583 shares of SCHB stock, worth $155,358. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,583

Previous 8,695 24.29%

Holding current value

$155,358

Previous $546,000 19.96%

% of portfolio

0.06%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$59.93 - $66.52 $126,572 - $140,490	-2,112 Reduced 24.29%	6,583 $437,000
Q1 2023 May 10, 2023	SELL	$44.47 - $49.23 $19,700 - $21,808	-443 Reduced 4.85%	8,695 $416,000
Q4 2022 Feb 06, 2023	SELL	$41.94 - $47.81 $36,739 - $41,881	-876 Reduced 8.75%	9,138 $409,000
Q2 2022 Aug 08, 2022	SELL	$42.93 - $53.98 $20,220 - $25,424	-471 Reduced 4.49%	10,014 $443,000
Q1 2022 May 06, 2022	BUY	$49.15 - $56.85 $286,544 - $331,435	5,830 Added 125.24%	10,485 $560,000
Q1 2019 May 01, 2019	SELL	N/A	-336 Reduced 6.73%	4,655 $317,000
Q4 2018 Feb 11, 2019	SELL	N/A	-1 Reduced 0.02%	4,991 $299,000
Q3 2018 Nov 09, 2018	BUY	N/A	1 Added 0.02%	4,992 $351,000
Q1 2018 May 03, 2018	SELL	N/A	-1 Reduced 0.02%	4,991 $318,000
Q4 2017 Feb 13, 2018	BUY	N/A	4,992	4,992 $322,000

Others Institutions Holding SCHB

# of Institutions

1,190

Shares Held

231M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Aviance Capital Partners, LLC Schwab Strategic Tr Us Broad M Transaction History