Columbia Advisory Partners LLC Schwab Strategic Tr Us Broad M Transaction History

Columbia Advisory Partners LLC

$91.3 Million
Q4 2024

A detailed history of Columbia Advisory Partners LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 11,291 shares of SCHB stock, worth $244,224. This represents 0.28% of its overall portfolio holdings.

Number of Shares

11,291

Holding current value

$244,224

% of portfolio

0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.01 - $66.82 $248,514 - $754,464	11,291 New	11,291 $256,000
Q4 2023 Jan 09, 2024	BUY	$47.61 - $55.91 $161,159 - $189,255	3,385 Added 78.1%	7,719 $429,000
Q3 2023 Oct 16, 2023	SELL	$49.59 - $53.57 $12,149 - $13,124	-245 Reduced 5.35%	4,334 $216,000
Q1 2023 May 09, 2023	SELL	$44.47 - $49.23 $37,265 - $41,254	-838 Reduced 15.47%	4,579 $219,000
Q4 2022 Jan 27, 2023	SELL	$41.94 - $47.81 $4,445 - $5,067	-106 Reduced 1.92%	5,417 $242,000
Q3 2022 Nov 07, 2022	BUY	$41.99 - $50.63 $231,910 - $279,629	5,523 New	5,523 $232,000
Q1 2022 Apr 29, 2022	SELL	$49.15 - $56.85 $203,382 - $235,245	-4,138 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	$51.87 - $56.86 $214,638 - $235,286	4,138 New	4,138 $468,000

Others Institutions Holding SCHB

# of Institutions

1,265

Shares Held

423M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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Columbia Advisory Partners LLC Schwab Strategic Tr Us Broad M Transaction History