Diversified Portfolios, Inc. Schwab Strategic Tr Us Broad M Transaction History

Diversified Portfolios, Inc.

  • $699 Million
  • Q1 2024

A detailed history of Diversified Portfolios, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 71,188 shares of SCHB stock, worth $4.48 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
71,188
Previous 71,257 0.1%
Holding current value
$4.48 Million
Previous $3.97 Million 9.58%
% of portfolio
0.62%
Previous 0.63%

Shares

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

May 07, 2024
SELL
$54.61 - $61.05 $3,768 - $4,212
-69 Reduced 0.1%
71,188 $4.35 Million
Q4 2023

Jan 30, 2024
SELL
$47.61 - $55.91 $35,897 - $42,156
-754 Reduced 1.05%
71,257 $3.97 Million
Q3 2023

Nov 02, 2023
SELL
$49.59 - $53.57 $20,381 - $22,017
-411 Reduced 0.57%
72,011 $3.59 Million
Q2 2023

Aug 09, 2023
SELL
$47.08 - $51.7 $8,427 - $9,254
-179 Reduced 0.25%
72,422 $3.74 Million
Q1 2023

May 02, 2023
SELL
$44.47 - $49.23 $1.37 Million - $1.51 Million
-30,736 Reduced 29.74%
72,601 $3.47 Million
Q4 2022

Jan 24, 2023
BUY
$43.88 - $47.81 $1.36 Million - $1.49 Million
31,081 Added 43.02%
103,337 $0
Q3 2022

Nov 07, 2022
SELL
N/A
-48,394 Reduced 40.11%
72,256 $3.03 Million
Q2 2022

Aug 09, 2022
BUY
N/A
84,322 Added 232.11%
120,650 $5.33 Million
Q1 2022

May 12, 2022
BUY
N/A
17,864 Added 96.75%
36,328 $1.94 Million
Q4 2021

Jan 31, 2022
SELL
N/A
-700 Reduced 3.65%
18,464 $2.09 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-1,154 Reduced 5.68%
19,164 $1.99 Million
Q1 2021

May 04, 2021
SELL
N/A
-597 Reduced 2.85%
20,318 $1.97 Million
Q4 2020

Feb 09, 2021
SELL
N/A
-139 Reduced 0.66%
20,915 $1.9 Million
Q3 2020

Oct 28, 2020
BUY
N/A
900 Added 4.47%
21,054 $1.68 Million
Q2 2020

Aug 04, 2020
SELL
N/A
-10,458 Reduced 34.16%
20,154 $1.48 Million
Q1 2020

May 12, 2020
SELL
N/A
-4,539 Reduced 12.91%
30,612 $1.85 Million
Q4 2019

Feb 04, 2020
BUY
N/A
423 Added 1.22%
35,151 $2.7 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-2,053 Reduced 5.58%
34,728 $2.47 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-4,002 Reduced 9.81%
36,781 $2.59 Million
Q1 2019

May 14, 2019
BUY
N/A
1,691 Added 4.33%
40,783 $2.93 Million
Q4 2018

Feb 12, 2019
BUY
N/A
27,091 Added 225.74%
39,092 $2.34 Million
Q3 2018

Oct 10, 2018
BUY
N/A
105 Added 0.88%
12,001 $845,000
Q2 2018

Jul 31, 2018
SELL
N/A
-110 Reduced 0.92%
11,896 $785,000
Q1 2018

Apr 17, 2018
BUY
N/A
10 Added 0.08%
12,006 $766,000
Q4 2017

Jan 10, 2018
BUY
N/A
57 Added 0.48%
11,996 $774,000
Q3 2017

Oct 24, 2017
BUY
N/A
11,939
11,939 $727,000

Others Institutions Holding SCHB

# of Institutions
1,121
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
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More about SCHB
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