Dowling & Yahnke LLC Schwab Strategic Tr Us Broad M Transaction History

Dowling & Yahnke LLC

  • $215 Million
  • Q3 2022

A detailed history of Dowling & Yahnke LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Dowling & Yahnke LLC holds 7,155 shares of SCHB stock, worth $473,875. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,155
Previous 6,726 6.38%
Holding current value
$473,875
Previous $297,000 1.01%
% of portfolio
0.14%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022
BUY
$41.99 - $50.63 $18,013 - $21,720
429 Added 6.38%
7,155 $300,000
Q2 2022

Aug 10, 2022
BUY
$42.93 - $53.98 $343 - $431
8 Added 0.12%
6,726 $297,000
Q1 2022

May 04, 2022
BUY
$49.15 - $56.85 $165,094 - $190,959
3,359 Added 100.0%
6,718 $359,000
Q2 2021

Jul 21, 2021
BUY
$48.92 - $52.14 $26,123 - $27,842
534 Added 18.9%
3,359 $350,000
Q4 2020

Jan 28, 2021
BUY
$39.03 - $45.5 $2,185 - $2,548
56 Added 2.02%
2,825 $257,000
Q3 2020

Oct 19, 2020
SELL
$36.93 - $42.52 $16,027 - $18,453
-434 Reduced 13.55%
2,769 $220,000
Q2 2020

Jul 31, 2020
BUY
$28.84 - $38.49 $92,374 - $123,283
3,203 New
3,203 $235,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
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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