Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Broad M Transaction History

Dhjj Financial Advisors, Ltd.

$229 Million
Q4 2024

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 132,488 shares of SCHB stock, worth $3.15 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

132,488

Previous 44,432 198.18%

Holding current value

$3.15 Million

Previous $2.96 Million 1.76%

% of portfolio

1.31%

Previous 1.31%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.01 - $66.82 $1.94 Million - $5.88 Million	88,056 Added 198.18%	132,488 $3.01 Million
Q3 2024 Oct 22, 2024	SELL	$59.93 - $66.52 $42,909 - $47,628	-716 Reduced 1.59%	44,432 $2.96 Million
Q2 2024 Jul 11, 2024	SELL	$57.57 - $63.3 $19,861 - $21,838	-345 Reduced 0.76%	45,148 $2.84 Million
Q1 2024 Apr 11, 2024	BUY	$54.61 - $61.05 $12,014 - $13,431	220 Added 0.49%	45,493 $2.78 Million
Q4 2023 Jan 29, 2024	SELL	$47.61 - $55.91 $91,934 - $107,962	-1,931 Reduced 4.09%	45,273 $2.52 Million
Q3 2023 Oct 10, 2023	SELL	$49.59 - $53.57 $51,077 - $55,177	-1,030 Reduced 2.14%	47,204 $2.35 Million
Q2 2023 Jul 28, 2023	BUY	$47.08 - $51.7 $45,714 - $50,200	971 Added 2.05%	48,234 $2.49 Million
Q1 2023 May 02, 2023	SELL	$44.47 - $49.23 $15,608 - $17,279	-351 Reduced 0.74%	47,263 $2.26 Million
Q4 2022 Feb 03, 2023	SELL	$41.94 - $47.81 $245,307 - $279,640	-5,849 Reduced 10.94%	47,614 $2.13 Million
Q3 2022 Nov 14, 2022	SELL	$41.99 - $50.63 $174,552 - $210,468	-4,157 Reduced 7.21%	53,463 $2.25 Million
Q2 2022 Aug 04, 2022	BUY	$42.93 - $53.98 $63,751 - $80,160	1,485 Added 2.65%	57,620 $2.55 Million
Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $1.53 Million - $1.77 Million	31,167 Added 124.83%	56,135 $3.01 Million
Q4 2021 Jan 21, 2022	BUY	$51.87 - $56.86 $38,072 - $41,735	734 Added 3.03%	24,968 $2.82 Million
Q3 2021 Nov 01, 2021	BUY	$51.32 - $54.83 $70,513 - $75,336	1,374 Added 6.01%	24,234 $2.52 Million
Q2 2021 Aug 05, 2021	BUY	$48.92 - $52.14 $33,705 - $35,924	689 Added 3.11%	22,860 $2.38 Million
Q1 2021 May 05, 2021	SELL	$44.89 - $48.81 $6,957 - $7,565	-155 Reduced 0.69%	22,171 $2.14 Million
Q4 2020 Feb 16, 2021	BUY	$39.03 - $45.5 $871,383 - $1.02 Million	22,326 New	22,326 $2.03 Million

Others Institutions Holding SCHB

# of Institutions

1,259

Shares Held

444M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dhjj Financial Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Dhjj Financial Advisors, Ltd. with notifications on news.

Account

Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Broad M Transaction History