Blooom, Inc. Schwab Strategic Tr Us Broad M Transaction History

Blooom, Inc.

$52.7 Million
Q3 2022

A detailed history of Blooom, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Blooom, Inc. holds 19,112 shares of SCHB stock, worth $491,751. This represents 1.53% of its overall portfolio holdings.

Number of Shares

19,112

Previous 17,915 6.68%

Holding current value

$491,751

Previous $829,000 2.77%

% of portfolio

1.53%

Previous 1.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 01, 2022	BUY	$41.99 - $50.63 $50,262 - $60,604	1,197 Added 6.68%	19,112 $806,000
Q2 2022 Aug 01, 2022	SELL	$42.93 - $53.98 $182,538 - $229,522	-4,252 Reduced 19.18%	17,915 $829,000
Q1 2022 May 06, 2022	BUY	$49.15 - $56.85 $534,850 - $618,641	10,882 Added 96.43%	22,167 $1.23 Million
Q4 2021 Jan 19, 2022	SELL	$51.87 - $56.86 $21,681 - $23,767	-418 Reduced 3.57%	11,285 $1.28 Million
Q3 2021 Oct 19, 2021	BUY	$51.32 - $54.83 $11,547 - $12,336	225 Added 1.96%	11,703 $1.24 Million
Q2 2021 Sep 23, 2021	BUY	$48.92 - $52.14 $290,340 - $309,450	5,935 Added 107.07%	11,478 $1.19 Million
Q1 2021 Oct 21, 2021	SELL	$44.89 - $48.81 $162,905 - $177,131	-3,629 Reduced 39.57%	5,543 $871,000
Q4 2020 Oct 21, 2021	BUY	$39.03 - $45.5 $357,983 - $417,326	9,172 New	9,172 $829,000

Others Institutions Holding SCHB

# of Institutions

1,349

Shares Held

569M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blooom, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Blooom, Inc. with notifications on news.

Account