Castleview Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Castleview Partners, LLC

  • $144 Million
  • Q3 2024

Shares

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

Jul 31, 2024
SELL
$57.57 - $63.3 $1,669 - $1,835
-29 Reduced 30.53%
66 $4,000
Q1 2024

May 09, 2024
SELL
$54.61 - $61.05 $33,858 - $37,851
-620 Reduced 86.71%
95 $5,000
Q4 2023

Feb 05, 2024
BUY
$47.61 - $55.91 $34,041 - $39,975
715 New
715 $39,000
Q1 2023

May 15, 2023
BUY
$44.47 - $49.23 $88 - $98
2 Added 0.28%
706 $33,000
Q4 2022

Feb 01, 2023
BUY
$41.94 - $47.81 $167 - $191
4 Added 0.57%
704 $31,000
Q3 2022

Nov 10, 2022
BUY
$41.99 - $50.63 $12,597 - $15,189
300 Added 75.0%
700 $29,000
Q2 2022

Aug 17, 2022
SELL
$42.93 - $53.98 $1.31 Million - $1.64 Million
-30,412 Reduced 98.7%
400 $0
Q2 2022

Aug 16, 2022
BUY
$42.93 - $53.98 $1.29 Million - $1.63 Million
30,118 Added 4339.77%
30,812 $0
Q1 2022

May 16, 2022
SELL
$49.15 - $56.85 $65,861 - $76,179
-1,340 Reduced 65.88%
694 $37,000
Q4 2021

Feb 17, 2022
BUY
$51.87 - $56.86 $86,778 - $95,126
1,673 Added 463.43%
2,034 $0
Q2 2021

Aug 17, 2021
SELL
$48.92 - $52.14 $171,366 - $182,646
-3,503 Reduced 90.66%
361 $38,000
Q1 2018

May 07, 2018
BUY
N/A
3,864 New
3,864 $246,000

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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