D. Scott Neal, Inc. Schwab Strategic Tr Us Broad M Transaction History

D. Scott Neal, Inc.

  • $188 Million
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 11, 2022
SELL
$42.93 - $53.98 $1.07 Million - $1.34 Million
-24,908 Closed
0 $0
Q1 2022

May 04, 2022
BUY
$49.15 - $56.85 $608,083 - $703,348
12,372 Added 98.69%
24,908 $1.33 Million
Q3 2021

Nov 04, 2021
SELL
$51.32 - $54.83 $256 - $274
-5 Reduced 0.04%
12,536 $1.3 Million
Q2 2021

Aug 02, 2021
SELL
$48.92 - $52.14 $7,142 - $7,612
-146 Reduced 1.15%
12,541 $1.31 Million
Q1 2021

Apr 30, 2021
SELL
$44.89 - $48.81 $2,693 - $2,928
-60 Reduced 0.47%
12,687 $1.23 Million
Q4 2020

Feb 05, 2021
SELL
$39.03 - $45.5 $10,889 - $12,694
-279 Reduced 2.14%
12,747 $0
Q3 2020

Oct 15, 2020
BUY
$36.93 - $42.52 $1,218 - $1,403
33 Added 0.25%
13,026 $1.04 Million
Q2 2020

Jul 16, 2020
SELL
$28.84 - $38.49 $7,959 - $10,623
-276 Reduced 2.08%
12,993 $0
Q1 2020

Apr 27, 2020
SELL
$26.18 - $40.44 $79,953 - $123,503
-3,054 Reduced 18.71%
13,269 $802,000
Q4 2019

Jan 16, 2020
SELL
$34.47 - $38.58 $172 - $192
-5 Reduced 0.03%
16,323 $1.26 Million
Q3 2019

Oct 16, 2019
SELL
$35.32 - $36.13 $3,037 - $3,107
-86 Reduced 0.52%
16,328 $1.16 Million
Q2 2019

Jul 25, 2019
BUY
N/A
470 Added 2.95%
16,414 $1.16 Million
Q1 2019

Apr 11, 2019
SELL
N/A
-1,128 Reduced 6.61%
15,944 $1.09 Million
Q4 2018

Feb 06, 2019
BUY
N/A
401 Added 2.41%
17,072 $1.02 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-483 Reduced 2.82%
16,671 $1.17 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-726 Reduced 4.06%
17,154 $1.13 Million
Q1 2018

Apr 19, 2018
SELL
N/A
-37 Reduced 0.21%
17,880 $1.14 Million
Q4 2017

Feb 16, 2018
BUY
N/A
17,875 Added 42559.52%
17,917 $1.16 Million
Q3 2017

Oct 18, 2017
BUY
N/A
42
42 $3,000

Others Institutions Holding SCHB

# of Institutions
1,161
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track D. Scott Neal, Inc. Portfolio

Follow D. Scott Neal, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of D. Scott Neal, Inc., based on Form 13F filings with the SEC.

News

Stay updated on D. Scott Neal, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email