Capital Advisors, Ltd. LLC Schwab Strategic Tr Us Broad M Transaction History

Capital Advisors, Ltd. LLC

  • $771 Million
  • Q2 2024

A detailed history of Capital Advisors, Ltd. LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 14,071 shares of SCHB stock, worth $931,922. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,071
Previous 14,071 -0.0%
Holding current value
$931,922
Previous $859,000 3.03%
% of portfolio
0.11%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 02, 2024
SELL
$47.61 - $55.91 $33,945 - $39,863
-713 Reduced 4.82%
14,071 $783,000
Q4 2022

Feb 07, 2023
BUY
$41.94 - $47.81 $5,578 - $6,358
133 Added 0.91%
14,784 $662,000
Q3 2022

Nov 09, 2022
BUY
$41.99 - $50.63 $290,402 - $350,157
6,916 Added 89.41%
14,651 $615,000
Q2 2022

Aug 05, 2022
BUY
$42.93 - $53.98 $7,598 - $9,554
177 Added 2.34%
7,735 $342,000
Q1 2022

May 09, 2022
BUY
$49.15 - $56.85 $185,737 - $214,836
3,779 Added 100.0%
7,558 $404,000
Q4 2020

Feb 10, 2021
BUY
$39.03 - $45.5 $5,503 - $6,415
141 Added 3.88%
3,779 $344,000
Q1 2020

May 08, 2020
BUY
$26.18 - $40.44 $95,242 - $147,120
3,638 New
3,638 $220,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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