Cabot Wealth Management Inc Schwab Strategic Tr Us Broad M Transaction History

Cabot Wealth Management Inc

  • $794 Million
  • Q3 2024

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023
SELL
$41.94 - $47.81 $70,668 - $80,559
-1,685 Reduced 22.72%
5,730 $257,000
Q3 2022

Oct 19, 2022
SELL
$41.99 - $50.63 $28,847 - $34,782
-687 Reduced 8.48%
7,415 $311,000
Q2 2022

Aug 01, 2022
SELL
$42.93 - $53.98 $27,389 - $34,439
-638 Reduced 7.3%
8,102 $358,000
Q1 2022

Apr 14, 2022
BUY
$49.15 - $56.85 $184,410 - $213,301
3,752 Added 75.22%
8,740 $467,000
Q4 2021

Jan 26, 2022
SELL
$51.87 - $56.86 $44,711 - $49,013
-862 Reduced 14.74%
4,988 $564,000
Q2 2021

Jul 26, 2021
SELL
$48.92 - $52.14 $2,397 - $2,554
-49 Reduced 0.83%
5,850 $610,000
Q1 2021

Apr 20, 2021
SELL
$44.89 - $48.81 $26,754 - $29,090
-596 Reduced 9.18%
5,899 $570,000
Q4 2020

Feb 02, 2021
SELL
$39.03 - $45.5 $29,701 - $34,625
-761 Reduced 10.49%
6,495 $591,000
Q3 2020

Nov 05, 2020
SELL
$36.93 - $42.52 $27,512 - $31,677
-745 Reduced 9.31%
7,256 $578,000
Q2 2020

Aug 10, 2020
SELL
$28.84 - $38.49 $70,081 - $93,530
-2,430 Reduced 23.3%
8,001 $587,000
Q1 2020

Apr 23, 2020
SELL
$26.18 - $40.44 $227,216 - $350,978
-8,679 Reduced 45.42%
10,431 $630,000
Q4 2019

Feb 12, 2020
SELL
$34.47 - $38.58 $3,550 - $3,973
-103 Reduced 0.54%
19,110 $1.47 Million
Q3 2019

Oct 31, 2019
SELL
$35.32 - $36.13 $2,225 - $2,276
-63 Reduced 0.33%
19,213 $1.37 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-278 Reduced 1.42%
19,276 $1.36 Million
Q1 2019

May 13, 2019
SELL
N/A
-414 Reduced 2.07%
19,554 $1.33 Million
Q4 2018

Feb 12, 2019
BUY
N/A
19,968 New
19,968 $1.2 Million
Q2 2018

Aug 09, 2018
SELL
N/A
-4,105 Closed
0 $0
Q1 2018

May 11, 2018
BUY
N/A
4,105 New
4,105 $262,000

Others Institutions Holding SCHB

# of Institutions
1,183
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
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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