Capital Performance Advisors LLP Schwab Strategic Tr Us Broad M Transaction History

Capital Performance Advisors LLP

  • $259 Million
  • Q1 2024

A detailed history of Capital Performance Advisors LLP transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital Performance Advisors LLP holds 15,057 shares of SCHB stock, worth $954,162. This represents 0.35% of its overall portfolio holdings.

Number of Shares
15,057
Previous 17,917 15.96%
Holding current value
$954,162
Previous $997,000 7.82%
% of portfolio
0.35%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$54.61 - $61.05 $156,184 - $174,603
-2,860 Reduced 15.96%
15,057 $919,000
Q4 2023

Feb 06, 2024
BUY
$47.61 - $55.91 $136,164 - $159,902
2,860 Added 18.99%
17,917 $997,000
Q2 2023

Aug 10, 2023
BUY
$47.08 - $51.7 $708,883 - $778,446
15,057 New
15,057 $778,000

Others Institutions Holding SCHB

# of Institutions
1,122
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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