Capital Insight Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Capital Insight Partners, LLC

  • $573 Million
  • Q4 2024

A detailed history of Capital Insight Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital Insight Partners, LLC holds 13,218 shares of SCHB stock, worth $308,243. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,218
Previous 4,406 200.0%
Holding current value
$308,243
Previous $293,000 2.39%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$22.01 - $66.82 $193,952 - $588,817
8,812 Added 200.0%
13,218 $300,000
Q4 2023

Jan 24, 2024
SELL
$47.61 - $55.91 $9,522 - $11,182
-200 Reduced 4.34%
4,406 $245,000
Q4 2022

Feb 07, 2023
BUY
$41.94 - $47.81 $193,175 - $220,212
4,606 New
4,606 $206,000
Q1 2022

Apr 21, 2022
BUY
$49.15 - $56.85 $113,192 - $130,925
2,303 Added 100.0%
4,606 $246,000
Q4 2020

Feb 02, 2021
BUY
$39.03 - $45.5 $89,886 - $104,786
2,303 New
2,303 $210,000

Others Institutions Holding SCHB

# of Institutions
1,224
Shares Held
325M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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  • Ticker SCHB
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