Biltmore Family Office, LLC Schwab Strategic Tr Us Broad M Transaction History

Biltmore Family Office, LLC

  • $566 Million
  • Q3 2024

A detailed history of Biltmore Family Office, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Biltmore Family Office, LLC holds 2,250 shares of SCHB stock, worth $52,830. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,250
Previous 2,250 -0.0%
Holding current value
$52,830
Previous $141,000 5.67%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
BUY
$49.59 - $53.57 $111,577 - $120,532
2,250 New
2,250 $112,000
Q1 2023

May 12, 2023
BUY
$44.47 - $49.23 $101,969 - $112,884
2,293 Added 101.91%
4,543 $217,000
Q4 2022

Feb 07, 2023
BUY
$41.94 - $47.81 $94,365 - $107,572
2,250 New
2,250 $100,000
Q3 2020

Nov 12, 2020
SELL
$36.93 - $42.52 $41,546 - $47,835
-1,125 Closed
0 $0
Q4 2019

Feb 05, 2020
SELL
$34.47 - $38.58 $12,926 - $14,467
-375 Reduced 25.0%
1,125 $86,000
Q2 2019

Jul 31, 2019
BUY
N/A
1,500 New
1,500 $106,000

Others Institutions Holding SCHB

# of Institutions
1,210
Shares Held
315M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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