Danda Trouve Investment Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Danda Trouve Investment Management, Inc.

$54.1 Million
Q3 2022

A detailed history of Danda Trouve Investment Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Danda Trouve Investment Management, Inc. holds 50,817 shares of SCHB stock, worth $1.19 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares

50,817

Previous 104,853 51.54%

Holding current value

$1.19 Million

Previous $4.63 Million 53.94%

% of portfolio

3.95%

Previous 7.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 14, 2022	SELL	$41.99 - $50.63 $2.27 Million - $2.74 Million	-54,036 Reduced 51.54%	50,817 $2.13 Million
Q2 2022 Jul 12, 2022	SELL	$42.93 - $53.98 $2.12 Million - $2.66 Million	-49,338 Reduced 32.0%	104,853 $4.63 Million
Q1 2022 Apr 22, 2022	BUY	$49.15 - $56.85 $3.78 Million - $4.37 Million	76,933 Added 99.58%	154,191 $8.23 Million
Q4 2021 Feb 01, 2022	BUY	$51.87 - $56.86 $1.3 Million - $1.42 Million	25,012 Added 47.87%	77,258 $8.73 Million
Q3 2021 Nov 01, 2021	BUY	$51.32 - $54.83 $1.06 Million - $1.13 Million	20,573 Added 64.95%	52,246 $5.43 Million
Q2 2021 Jul 29, 2021	BUY	$48.92 - $52.14 $746,910 - $796,073	15,268 Added 93.07%	31,673 $3.3 Million
Q1 2021 May 04, 2021	BUY	$44.89 - $48.81 $733,996 - $798,092	16,351 Added 30279.63%	16,405 $1.59 Million
Q4 2020 Feb 02, 2021	BUY	$39.03 - $45.5 $39 - $45	1 Added 1.89%	54 $5,000
Q1 2020 Apr 22, 2020	SELL	$26.18 - $40.44 $1.92 Million - $2.97 Million	-73,378 Reduced 99.93%	53 $3,000
Q4 2019 Mar 06, 2020	BUY	$34.47 - $38.58 $2.53 Million - $2.83 Million	73,431 New	73,431 $5.65 Million

Others Institutions Holding SCHB

# of Institutions

1,196

Shares Held

256M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Danda Trouve Investment Management, Inc. Schwab Strategic Tr Us Broad M Transaction History