Disciplined Investments, LLC Schwab Strategic Tr Us Broad M Transaction History

Disciplined Investments, LLC

  • $180 Million
  • Q1 2024

A detailed history of Disciplined Investments, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Disciplined Investments, LLC holds 20,624 shares of SCHB stock, worth $1.31 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
20,624
Previous 27,034 23.71%
Holding current value
$1.31 Million
Previous $1.5 Million 16.29%
% of portfolio
0.7%
Previous 0.9%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$54.61 - $61.05 $350,050 - $391,330
-6,410 Reduced 23.71%
20,624 $1.26 Million
Q4 2023

Jan 12, 2024
SELL
$47.61 - $55.91 $13,235 - $15,542
-278 Reduced 1.02%
27,034 $1.5 Million
Q3 2023

Nov 14, 2023
BUY
$49.59 - $53.57 $5,107 - $5,517
103 Added 0.38%
27,312 $1.36 Million
Q2 2023

Jul 10, 2023
BUY
$47.08 - $51.7 $4,660 - $5,118
99 Added 0.37%
27,209 $1.41 Million
Q1 2023

May 10, 2023
BUY
$44.47 - $49.23 $4,535 - $5,021
102 Added 0.38%
27,110 $1.3 Million
Q4 2022

Feb 01, 2023
BUY
$43.88 - $47.81 $5,221 - $5,689
119 Added 0.44%
27,008 $1.21 Million
Q3 2022

Nov 03, 2022
BUY
N/A
115 Added 0.43%
26,889 $1.13 Million
Q2 2022

Aug 09, 2022
BUY
N/A
104 Added 0.39%
26,774 $1.18 Million
Q1 2022

Apr 22, 2022
BUY
N/A
13,372 Added 100.56%
26,670 $1.42 Million
Q4 2021

Jan 20, 2022
BUY
N/A
50 Added 0.38%
13,298 $1.5 Million
Q3 2021

Nov 09, 2021
BUY
N/A
41 Added 0.31%
13,248 $1.38 Million
Q2 2021

Aug 02, 2021
BUY
N/A
40 Added 0.3%
13,207 $1.38 Million
Q1 2021

May 12, 2021
BUY
N/A
38 Added 0.29%
13,167 $1.27 Million
Q4 2020

Feb 12, 2021
BUY
N/A
53 Added 0.41%
13,129 $1.2 Million
Q3 2020

Nov 05, 2020
BUY
N/A
79 Added 0.61%
13,076 $1.04 Million
Q2 2020

Aug 13, 2020
BUY
N/A
51 Added 0.39%
12,997 $955,000
Q1 2020

May 19, 2020
BUY
N/A
12,807 Added 9213.67%
12,946 $782,000
Q4 2019

May 19, 2020
BUY
N/A
139 New
139 $11,000

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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