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

Brio Consultants, LLC

  • $591 Million
  • Q1 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 5,571 shares of SCHB stock, worth $356,154. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,571
Previous 5,509 1.13%
Holding current value
$356,154
Previous $306,000 11.11%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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