Blue Investment Partners LLC Schwab Strategic Tr Us Broad M Transaction History

Blue Investment Partners LLC

  • $230 Million
  • Q3 2024

A detailed history of Blue Investment Partners LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Blue Investment Partners LLC holds 187,485 shares of SCHB stock, worth $4.36 Million. This represents 5.43% of its overall portfolio holdings.

Number of Shares
187,485
Previous 177,693 5.51%
Holding current value
$4.36 Million
Previous $11.2 Million 11.64%
% of portfolio
5.43%
Previous 5.33%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$59.93 - $66.52 $586,834 - $651,363
9,792 Added 5.51%
187,485 $12.5 Million
Q2 2024

Aug 13, 2024
BUY
$57.57 - $63.3 $351,004 - $385,940
6,097 Added 3.55%
177,693 $11.2 Million
Q1 2024

May 13, 2024
BUY
$54.61 - $61.05 $1.11 Million - $1.24 Million
20,341 Added 13.45%
171,596 $10.5 Million
Q4 2023

Feb 13, 2024
BUY
$47.61 - $55.91 $271,662 - $319,022
5,706 Added 3.92%
151,255 $8.42 Million
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $620,718 - $670,535
12,517 Added 9.41%
145,549 $7.26 Million
Q2 2023

Aug 14, 2023
BUY
$47.08 - $51.7 $578,330 - $635,082
12,284 Added 10.17%
133,032 $6.88 Million
Q1 2023

May 15, 2023
BUY
$44.47 - $49.23 $736,778 - $815,642
16,568 Added 15.9%
120,748 $5.78 Million
Q4 2022

Feb 06, 2023
BUY
$41.94 - $47.81 $4.37 Million - $4.98 Million
104,180 New
104,180 $4.67 Billion

Others Institutions Holding SCHB

# of Institutions
1,180
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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