Certified Advisory Corp Schwab Strategic Tr Us Broad M Transaction History

Certified Advisory Corp

$698 Million
Q1 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 3,483 shares of SCHB stock, worth $222,668. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,483

Holding current value

$222,668

% of portfolio

0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$43.88 - $47.81 $27,381 - $29,833	624 Added 10.8%	6,401 $286,000
Q3 2022 Nov 14, 2022	BUY	N/A	5,777 New	5,777 $243,000
Q2 2021 Aug 16, 2021	SELL	N/A	-661 Closed	0 $0
Q1 2021 May 10, 2021	BUY	N/A	75 Added 12.8%	661 $64,000

Q1 2020 Apr 27, 2020	SELL	N/A	-180 Reduced 23.5%	586 $35,000
Q4 2019 Jan 29, 2020	BUY	N/A	3 Added 0.39%	766 $59,000
Q3 2019 Nov 12, 2019	BUY	N/A	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

1,123

Shares Held

160M

Call Options Held

230K

Put Options Held

29.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Certified Advisory Corp Schwab Strategic Tr Us Broad M Transaction History