Capital Directions Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

A detailed history of Capital Directions Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 460 shares of SCHB stock, worth $10,745. This represents 0.01% of its overall portfolio holdings.

Number of Shares

460

Previous 0 Infinity%

Holding current value

$10,745

Previous $24,000 16.67%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 01, 2023	BUY	$41.94 - $47.81 $19,292 - $21,992	460 New	460 $20,000
Q3 2022 Nov 02, 2022	SELL	$41.99 - $50.63 $24,270 - $29,264	-578 Closed	0 $24,000
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $28,408 - $32,859	578 New	578 $31,000
Q4 2021 Feb 22, 2022	SELL	$51.87 - $56.86 $9,699 - $10,632	-187 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	$51.32 - $54.83 $359 - $383	7 Added 3.89%	187 $19,000
Q2 2021 Aug 13, 2021	BUY	$48.92 - $52.14 $8,805 - $9,385	180 New	180 $19,000
Q4 2019 Feb 05, 2020	SELL	$34.47 - $38.58 $18,441 - $20,640	-535 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$35.32 - $36.13 $18,896 - $19,329	535 New	535 $38,000
Q2 2018 Aug 14, 2018	SELL	N/A	-2,250 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	2,250	2,250 $137,000

Others Institutions Holding SCHB

# of Institutions

1,180

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Capital Directions Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History