Brio Consultants, LLC Schwab Strategic Tr Us Broad M Transaction History

Brio Consultants, LLC

  • $624 Million
  • Q3 2024

A detailed history of Brio Consultants, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Brio Consultants, LLC holds 11,737 shares of SCHB stock, worth $273,002. This represents 0.13% of its overall portfolio holdings.

Number of Shares
11,737
Previous 5,193 126.02%
Holding current value
$273,002
Previous $326,000 139.26%
% of portfolio
0.13%
Previous 0.05%

Shares

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

Oct 18, 2024
BUY
$59.93 - $66.52 $392,181 - $435,306
6,544 Added 126.02%
11,737 $780,000
Q2 2024

Aug 05, 2024
SELL
$57.57 - $63.3 $21,761 - $23,927
-378 Reduced 6.79%
5,193 $326,000
Q1 2024

Apr 29, 2024
BUY
$54.61 - $61.05 $3,385 - $3,785
62 Added 1.13%
5,571 $340,000
Q4 2023

Feb 02, 2024
BUY
$47.61 - $55.91 $45,943 - $53,953
965 Added 21.24%
5,509 $306,000
Q3 2023

Oct 27, 2023
BUY
$49.59 - $53.57 $225,336 - $243,422
4,544 New
4,544 $226,000

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

SCHB Quotes by TradingView
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More about SCHB
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