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

Capital Investment Advisors, LLC

  • $4.37 Billion
  • Q2 2024

A detailed history of Capital Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 5,988 shares of SCHB stock, worth $389,579. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,988
Previous 3,865 54.93%
Holding current value
$389,579
Previous $235,000 60.0%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$57.57 - $63.3 $122,221 - $134,385
2,123 Added 54.93%
5,988 $376,000
Q1 2024

Apr 15, 2024
SELL
$54.61 - $61.05 $55,866 - $62,454
-1,023 Reduced 20.93%
3,865 $235,000
Q4 2023

Jan 05, 2024
BUY
$47.61 - $55.91 $9,141 - $10,734
192 Added 4.09%
4,888 $272,000
Q3 2023

Oct 16, 2023
BUY
$49.59 - $53.57 $232,874 - $251,564
4,696 New
4,696 $234,000
Q4 2022

Jan 05, 2023
BUY
$41.94 - $47.81 $286,827 - $326,972
6,839 New
6,839 $306,000

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
  • Industry ETFs
More about SCHB
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