A detailed history of Diligent Investors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Diligent Investors, LLC holds 16,517 shares of SCHB stock, worth $1.09 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
16,517
Previous 17,319 4.63%
Holding current value
$1.09 Million
Previous $1.06 Million 1.8%
% of portfolio
0.28%
Previous 0.29%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

SELL
$57.57 - $63.3 $46,171 - $50,766
-802 Reduced 4.63%
16,517 $1.04 Million
Q1 2024

May 03, 2024

SELL
$54.61 - $61.05 $141,439 - $158,119
-2,590 Reduced 13.01%
17,319 $1.06 Million
Q4 2023

Jan 10, 2024

SELL
$47.61 - $55.91 $215,101 - $252,601
-4,518 Reduced 18.5%
19,909 $1.11 Million
Q3 2023

Nov 03, 2023

SELL
$49.59 - $53.57 $78,005 - $84,265
-1,573 Reduced 6.05%
24,427 $1.22 Million
Q2 2023

Jul 24, 2023

SELL
$47.08 - $51.7 $36,204 - $39,757
-769 Reduced 2.87%
26,000 $1.34 Million
Q1 2023

May 10, 2023

SELL
$44.47 - $49.23 $16,187 - $17,919
-364 Reduced 1.34%
26,769 $1.28 Million
Q4 2022

Jan 20, 2023

SELL
$41.94 - $47.81 $2,726 - $3,107
-65 Reduced 0.24%
27,133 $0
Q3 2022

Oct 14, 2022

SELL
$41.99 - $50.63 $3,317 - $3,999
-79 Reduced 0.29%
27,198 $1.14 Million
Q2 2022

Jul 13, 2022

SELL
$42.93 - $53.98 $15,154 - $19,054
-353 Reduced 1.28%
27,277 $1.21 Million
Q1 2022

Apr 26, 2022

BUY
$49.15 - $56.85 $691,442 - $799,765
14,068 Added 103.73%
27,630 $1.48 Million
Q4 2021

Jan 21, 2022

BUY
$51.87 - $56.86 $6,535 - $7,164
126 Added 0.94%
13,562 $1.53 Million
Q2 2021

Aug 12, 2021

BUY
$48.92 - $52.14 $4,304 - $4,588
88 Added 0.66%
13,436 $1.4 Million
Q1 2021

Apr 23, 2021

BUY
$44.89 - $48.81 $75,504 - $82,098
1,682 Added 14.42%
13,348 $1.29 Million
Q4 2020

Feb 09, 2021

BUY
$39.03 - $45.5 $14,128 - $16,471
362 Added 3.2%
11,666 $1.06 Million
Q3 2020

Nov 09, 2020

SELL
$36.93 - $42.52 $5,502 - $6,335
-149 Reduced 1.3%
11,304 $900,000
Q2 2020

Jul 09, 2020

SELL
$28.84 - $38.49 $21,774 - $29,059
-755 Reduced 6.18%
11,453 $841,000
Q1 2020

Apr 29, 2020

BUY
$26.18 - $40.44 $392 - $606
15 Added 0.12%
12,208 $738,000
Q4 2019

Jan 13, 2020

SELL
$34.47 - $38.58 $11,444 - $12,808
-332 Reduced 2.65%
12,193 $937,000
Q3 2019

Oct 22, 2019

SELL
$35.32 - $36.13 $22,640 - $23,159
-641 Reduced 4.87%
12,525 $889,000
Q2 2019

Aug 01, 2019

BUY
N/A
8,668 Added 192.71%
13,166 $929,000
Q1 2019

May 10, 2019

SELL
N/A
-7,366 Reduced 62.09%
4,498 $306,000
Q4 2018

Jan 17, 2019

BUY
N/A
11,864 New
11,864 $711,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


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