Concourse Financial Group Securities, Inc. Schwab Strategic Tr Us Broad M Transaction History

Concourse Financial Group Securities, Inc.

  • $0
  • Q2 2025
Number of Shares
0
Previous 0 NaN%
Holding current value
$0
Previous $0 NaN%
% of portfolio
100.0%
Previous 100.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$19.1 - $23.83 $0 - $0
0 New
0 $0
Q1 2025

May 14, 2025
SELL
$21.23 - $23.75 $75,918 - $84,930
-3,576 Closed
0 $0
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $52,471 - $159,298
2,384 Added 200.0%
3,576 $81,000
Q1 2023

May 15, 2023
SELL
$44.47 - $49.23 $30,150 - $33,377
-678 Reduced 36.26%
1,192 $57,000
Q1 2022

May 09, 2022
BUY
$49.15 - $56.85 $38,091 - $44,058
775 Added 70.78%
1,870 $100,000
Q4 2020

Feb 02, 2021
BUY
$39.03 - $45.5 $8,664 - $10,101
222 Added 25.43%
1,095 $100,000
Q2 2020

Aug 13, 2020
BUY
$28.84 - $38.49 $25,177 - $33,601
873 New
873 $64,000
Q1 2020

May 13, 2020
SELL
$26.18 - $40.44 $1,178 - $1,819
-45 Closed
0 $0
Q2 2019

Aug 13, 2019
BUY
N/A
45 New
45 $3,000
Q1 2019

May 15, 2019
BUY
N/A
0 New
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
0 New
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
0 New
0 $0

Others Institutions Holding SCHB

# of Institutions
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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