Builder Investment Group Inc /Adv Schwab Strategic Tr Us Broad M Transaction History

Builder Investment Group Inc /Adv

$368 Billion
Q4 2024

A detailed history of Builder Investment Group Inc /Adv transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 28,491 shares of SCHB stock, worth $665,549. This represents 0.18% of its overall portfolio holdings.

Number of Shares

28,491

Previous 9,560 198.02%

Holding current value

$665,549

Previous $636 Million 1.7%

% of portfolio

0.18%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$22.01 - $66.82 $416,671 - $1.26 Million	18,931 Added 198.02%	28,491 $647 Million
Q3 2024 Oct 21, 2024	BUY	$59.93 - $66.52 $14,562 - $16,164	243 Added 2.61%	9,560 $636 Million
Q2 2024 Jul 31, 2024	BUY	$57.57 - $63.3 $10,708 - $11,773	186 Added 2.04%	9,317 $586 Million
Q1 2024 May 13, 2024	BUY	$54.61 - $61.05 $14,963 - $16,727	274 Added 3.09%	9,131 $557 Million
Q4 2023 Jan 22, 2024	BUY	$47.61 - $55.91 $12,759 - $14,983	268 Added 3.12%	8,857 $493 Million
Q3 2023 Oct 18, 2023	BUY	$49.59 - $53.57 $8,678 - $9,374	175 Added 2.08%	8,589 $428 Million
Q2 2023 Jul 25, 2023	BUY	$47.08 - $51.7 $32,014 - $35,156	680 Added 8.79%	8,414 $435 Million
Q1 2023 May 10, 2023	BUY	$44.47 - $49.23 $7,248 - $8,024	163 Added 2.15%	7,734 $370 Million
Q4 2022 Feb 24, 2023	BUY	$41.94 - $47.81 $317,527 - $361,969	7,571 New	7,571 $339 Million

Others Institutions Holding SCHB

# of Institutions

1,200

Shares Held

279M

Call Options Held

191K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Builder Investment Group Inc /Adv Schwab Strategic Tr Us Broad M Transaction History