Black Diamond Financial, LLC Schwab Strategic Tr Us Broad M Transaction History

Black Diamond Financial, LLC

  • $517 Million
  • Q2 2024

A detailed history of Black Diamond Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Black Diamond Financial, LLC holds 6,290 shares of SCHB stock, worth $416,586. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,290
Previous 5,775 8.92%
Holding current value
$416,586
Previous $352,000 12.22%
% of portfolio
0.08%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$57.57 - $63.3 $29,648 - $32,599
515 Added 8.92%
6,290 $395,000
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $1,237 - $1,453
26 Added 0.45%
5,775 $321,000
Q3 2023

Nov 03, 2023
BUY
$49.59 - $53.57 $1,785 - $1,928
36 Added 0.63%
5,749 $286,000
Q2 2023

Aug 02, 2023
BUY
$47.08 - $51.7 $15,677 - $17,216
333 Added 6.19%
5,713 $295,000
Q1 2023

May 11, 2023
BUY
$44.47 - $49.23 $2,045 - $2,264
46 Added 0.86%
5,380 $257,000
Q4 2022

Feb 06, 2023
BUY
$41.94 - $47.81 $587 - $669
14 Added 0.26%
5,334 $239,000
Q3 2022

Nov 08, 2022
BUY
$41.99 - $50.63 $3,191 - $3,847
76 Added 1.45%
5,320 $223,000
Q2 2022

Jul 27, 2022
BUY
$42.93 - $53.98 $3,563 - $4,480
83 Added 1.61%
5,244 $232,000
Q1 2022

May 09, 2022
BUY
$49.15 - $56.85 $131,722 - $152,358
2,680 Added 108.02%
5,161 $276,000
Q4 2021

Feb 07, 2022
BUY
$51.87 - $56.86 $622 - $682
12 Added 0.49%
2,481 $280,000
Q3 2021

Nov 02, 2021
BUY
$51.32 - $54.83 $153 - $164
3 Added 0.12%
2,469 $256,000
Q2 2021

Jul 27, 2021
BUY
$48.92 - $52.14 $146 - $156
3 Added 0.12%
2,466 $257,000
Q1 2021

May 03, 2021
BUY
$44.89 - $48.81 $2,289 - $2,489
51 Added 2.11%
2,463 $238,000
Q4 2020

Jan 27, 2021
BUY
$39.03 - $45.5 $94,140 - $109,746
2,412 New
2,412 $220,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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