Boston Financial Mangement LLC Schwab Strategic Tr Us Broad M Transaction History

Boston Financial Mangement LLC

  • $3.23 Billion
  • Q3 2024

A detailed history of Boston Financial Mangement LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Boston Financial Mangement LLC holds 7,345 shares of SCHB stock, worth $170,844. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,345
Previous 7,302 0.59%
Holding current value
$170,844
Previous $459,000 6.32%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 24, 2024
BUY
$59.93 - $66.52 $2,576 - $2,860
43 Added 0.59%
7,345 $488,000
Q1 2024

May 10, 2024
BUY
$54.61 - $61.05 $28,561 - $31,929
523 Added 7.72%
7,302 $445,000
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $1,380 - $1,621
29 Added 0.43%
6,779 $377,000
Q3 2023

Nov 09, 2023
BUY
$49.59 - $53.57 $1,239 - $1,339
25 Added 0.37%
6,750 $336,000
Q2 2023

Aug 07, 2023
SELL
$47.08 - $51.7 $14,359 - $15,768
-305 Reduced 4.34%
6,725 $347,000
Q1 2023

May 12, 2023
SELL
$44.47 - $49.23 $59,678 - $66,066
-1,342 Reduced 16.03%
7,030 $336,000
Q4 2022

Jan 27, 2023
BUY
$41.94 - $47.81 $1,216 - $1,386
29 Added 0.35%
8,372 $0
Q3 2022

Nov 09, 2022
BUY
$41.99 - $50.63 $18,181 - $21,922
433 Added 5.47%
8,343 $350,000
Q2 2022

Aug 08, 2022
BUY
$42.93 - $53.98 $1,116 - $1,403
26 Added 0.33%
7,910 $350,000
Q1 2022

May 13, 2022
BUY
$49.15 - $56.85 $232,626 - $269,071
4,733 Added 150.21%
7,884 $421,000
Q3 2021

Nov 12, 2021
BUY
$51.32 - $54.83 $161,709 - $172,769
3,151 New
3,151 $327,000

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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