Bedel Financial Consulting, Inc. Schwab Strategic Tr Us Broad M Transaction History

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

A detailed history of Bedel Financial Consulting, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 11,874 shares of SCHB stock, worth $276,189. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,874

Previous 11,843 0.26%

Holding current value

$276,189

Previous $744,000 6.05%

% of portfolio

0.11%

Previous 0.11%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $1,857 - $2,062	31 Added 0.26%	11,874 $789,000
Q1 2024 May 07, 2024	BUY	$54.61 - $61.05 $764 - $854	14 Added 0.12%	11,843 $723,000
Q4 2023 Feb 08, 2024	BUY	$47.61 - $55.91 $999 - $1,174	21 Added 0.18%	11,829 $658,000
Q3 2023 Feb 08, 2024	BUY	$49.59 - $53.57 $892 - $964	18 Added 0.15%	11,808 $588,000
Q2 2023 Aug 10, 2023	BUY	$47.08 - $51.7 $123,867 - $136,022	2,631 Added 28.73%	11,790 $609,000
Q1 2023 May 02, 2023	SELL	$44.47 - $49.23 $115,755 - $128,145	-2,603 Reduced 22.13%	9,159 $438,000
Q4 2022 Feb 07, 2023	BUY	$41.94 - $47.81 $880 - $1,004	21 Added 0.18%	11,762 $527,000
Q3 2022 Nov 08, 2022	SELL	$41.99 - $50.63 $11,967 - $14,429	-285 Reduced 2.37%	11,741 $524,000
Q2 2022 Aug 04, 2022	BUY	$42.93 - $53.98 $815 - $1,025	19 Added 0.16%	12,026 $531,000
Q1 2022 Apr 19, 2022	BUY	$49.15 - $56.85 $290,525 - $336,040	5,911 Added 96.97%	12,007 $641,000
Q4 2021 Jan 11, 2022	BUY	$51.87 - $56.86 $5,601 - $6,140	108 Added 1.8%	6,096 $689,000
Q3 2021 Oct 12, 2021	BUY	$51.32 - $54.83 $3,335 - $3,563	65 Added 1.1%	5,988 $622,000
Q2 2021 Aug 03, 2021	BUY	$48.92 - $52.14 $5,283 - $5,631	108 Added 1.86%	5,923 $618,000
Q1 2021 Apr 26, 2021	BUY	$44.89 - $48.81 $22,040 - $23,965	491 Added 9.22%	5,815 $562,000
Q4 2020 Feb 02, 2021	SELL	$39.03 - $45.5 $4,683 - $5,460	-120 Reduced 2.2%	5,324 $484,000
Q3 2020 Oct 20, 2020	BUY	$36.93 - $42.52 $2,548 - $2,933	69 Added 1.28%	5,444 $434,000
Q2 2020 Jul 14, 2020	SELL	$28.84 - $38.49 $7,094 - $9,468	-246 Reduced 4.38%	5,375 $395,000
Q1 2020 May 06, 2020	SELL	$26.18 - $40.44 $7,749 - $11,970	-296 Reduced 5.0%	5,621 $340,000
Q4 2019 Jan 28, 2020	BUY	$34.47 - $38.58 $7,962 - $8,911	231 Added 4.06%	5,917 $455,000
Q3 2019 Oct 09, 2019	SELL	$35.32 - $36.13 $21,615 - $22,111	-612 Reduced 9.72%	5,686 $404,000
Q1 2019 May 02, 2019	BUY	N/A	5 Added 0.08%	6,298 $429,000
Q4 2018 Jan 28, 2019	SELL	N/A	-62 Reduced 0.98%	6,293 $377,000
Q3 2018 Nov 01, 2018	BUY	N/A	2,307 Added 56.99%	6,355 $429,000
Q1 2018 May 03, 2018	SELL	N/A	-561 Reduced 12.17%	4,048 $258,000
Q4 2017 Feb 06, 2018	BUY	N/A	4,609	4,609 $297,000

Others Institutions Holding SCHB

# of Institutions

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Bedel Financial Consulting, Inc. Schwab Strategic Tr Us Broad M Transaction History