D'Orazio & Associates, Inc. Schwab Strategic Tr Us Broad M Transaction History

D'Orazio & Associates, Inc.

  • $676 Million
  • Q4 2024

A detailed history of D'Orazio & Associates, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, D'Orazio & Associates, Inc. holds 49,897 shares of SCHB stock, worth $1.07 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
49,897
Previous 16,584 200.87%
Holding current value
$1.07 Million
Previous $1.1 Million 2.63%
% of portfolio
0.17%
Previous 0.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$22.01 - $66.82 $733,219 - $2.23 Million
33,313 Added 200.87%
49,897 $1.13 Million
Q3 2024

Nov 05, 2024
BUY
$59.93 - $66.52 $4,734 - $5,255
79 Added 0.48%
16,584 $1.1 Million
Q2 2024

Aug 07, 2024
BUY
$57.57 - $63.3 $863 - $949
15 Added 0.09%
16,505 $1.04 Million
Q1 2024

May 08, 2024
BUY
$54.61 - $61.05 $2,512 - $2,808
46 Added 0.28%
16,490 $1.01 Million
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $2,999 - $3,522
63 Added 0.38%
16,444 $915,000
Q3 2023

Oct 10, 2023
BUY
$49.59 - $53.57 $275,819 - $297,956
5,562 Added 51.41%
16,381 $816,000
Q2 2023

Aug 04, 2023
BUY
$47.08 - $51.7 $470 - $517
10 Added 0.09%
10,819 $559,000
Q1 2023

Apr 21, 2023
SELL
$44.47 - $49.23 $255,746 - $283,121
-5,751 Reduced 34.73%
10,809 $517,000
Q4 2022

Jan 25, 2023
BUY
$41.94 - $47.81 $140,499 - $160,163
3,350 Added 25.36%
16,560 $0
Q3 2022

Oct 13, 2022
BUY
$41.99 - $50.63 $554,687 - $668,822
13,210 New
13,210 $555,000
Q4 2021

Feb 07, 2022
SELL
$51.87 - $56.86 $86,259 - $94,558
-1,663 Closed
0 $0
Q4 2018

Jan 24, 2019
BUY
N/A
245 Added 17.28%
1,663 $100,000
Q3 2018

Nov 13, 2018
BUY
N/A
1,418 New
1,418 $100,000

Others Institutions Holding SCHB

# of Institutions
1,270
Shares Held
484M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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