Certified Advisory Corp Schwab Strategic Tr Us Broad M Transaction History

Certified Advisory Corp

  • $882 Million
  • Q3 2024

A detailed history of Certified Advisory Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Certified Advisory Corp holds 3,488 shares of SCHB stock, worth $81,026. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,488
Previous 3,483 0.14%
Holding current value
$81,026
Previous $218,000 6.42%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $299 - $332
5 Added 0.14%
3,488 $232,000
Q1 2024

May 10, 2024
BUY
$54.61 - $61.05 $190,206 - $212,637
3,483 New
3,483 $212,000
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $26,170 - $29,833
624 Added 10.8%
6,401 $286,000
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $242,576 - $292,489
5,777 New
5,777 $243,000
Q2 2021

Aug 16, 2021
SELL
$48.92 - $52.14 $32,336 - $34,464
-661 Closed
0 $0
Q1 2021

May 10, 2021
BUY
$44.89 - $48.81 $3,366 - $3,660
75 Added 12.8%
661 $64,000
Q1 2020

Apr 27, 2020
SELL
$26.18 - $40.44 $4,712 - $7,279
-180 Reduced 23.5%
586 $35,000
Q4 2019

Jan 29, 2020
BUY
$34.47 - $38.58 $103 - $115
3 Added 0.39%
766 $59,000
Q3 2019

Nov 12, 2019
BUY
$35.32 - $36.13 $105 - $108
3 Added 0.39%
763 $54,000
Q1 2019

May 07, 2019
SELL
N/A
-430 Reduced 36.13%
760 $52,000
Q4 2018

Feb 04, 2019
BUY
N/A
2 Added 0.17%
1,190 $71,000
Q3 2018

Nov 13, 2018
BUY
N/A
2 Added 0.17%
1,188 $84,000
Q2 2018

Aug 14, 2018
BUY
N/A
639 Added 116.82%
1,186 $78,000
Q4 2017

Feb 22, 2018
BUY
N/A
547
547 $35,000

Others Institutions Holding SCHB

# of Institutions
1,179
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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