Edge Capital Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Edge Capital Group, LLC

  • $2.21 Billion
  • Q3 2024

A detailed history of Edge Capital Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Edge Capital Group, LLC holds 7,751 shares of SCHB stock, worth $182,923. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,751
Previous 9,344 17.05%
Holding current value
$182,923
Previous $587,000 12.27%
% of portfolio
0.02%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$59.93 - $66.52 $95,468 - $105,966
-1,593 Reduced 17.05%
7,751 $515,000
Q1 2024

May 14, 2024
SELL
$54.61 - $61.05 $291,835 - $326,251
-5,344 Reduced 36.38%
9,344 $570,000
Q2 2023

Aug 08, 2023
SELL
$47.08 - $51.7 $75,987 - $83,443
-1,614 Reduced 9.9%
14,688 $759,000
Q1 2023

May 04, 2023
SELL
$44.47 - $49.23 $94,854 - $105,007
-2,133 Reduced 11.57%
16,302 $780,000
Q3 2022

Nov 09, 2022
BUY
$41.99 - $50.63 $201,216 - $242,618
4,792 Added 35.12%
18,435 $774,000
Q2 2022

Aug 08, 2022
SELL
$42.93 - $53.98 $279,817 - $351,841
-6,518 Reduced 32.33%
13,643 $682,000
Q1 2022

May 03, 2022
BUY
$49.15 - $56.85 $496,808 - $574,639
10,108 Added 100.55%
20,161 $1.08 Million
Q4 2021

Jan 19, 2022
SELL
$51.87 - $56.86 $110,534 - $121,168
-2,131 Reduced 17.49%
10,053 $1.14 Million
Q3 2021

Oct 26, 2021
BUY
$51.32 - $54.83 $74,567 - $79,667
1,453 Added 13.54%
12,184 $1.27 Million
Q2 2021

Aug 09, 2021
SELL
$48.92 - $52.14 $69,221 - $73,778
-1,415 Reduced 11.65%
10,731 $1.12 Million
Q1 2021

May 13, 2021
SELL
$44.89 - $48.81 $137,632 - $149,651
-3,066 Reduced 20.16%
12,146 $1.18 Million
Q4 2020

Feb 16, 2021
BUY
$39.03 - $45.5 $2,302 - $2,684
59 Added 0.39%
15,212 $1.38 Million
Q3 2020

Nov 09, 2020
SELL
$36.93 - $42.52 $111,380 - $128,240
-3,016 Reduced 16.6%
15,153 $1.21 Million
Q2 2020

Aug 11, 2020
BUY
$28.84 - $38.49 $2,047 - $2,732
71 Added 0.39%
18,169 $1.34 Million
Q1 2020

May 08, 2020
SELL
$26.18 - $40.44 $23,666 - $36,557
-904 Reduced 4.76%
18,098 $1.09 Million
Q4 2019

Feb 11, 2020
SELL
$34.47 - $38.58 $61,735 - $69,096
-1,791 Reduced 8.61%
19,002 $1.46 Million
Q3 2019

Nov 12, 2019
SELL
$35.32 - $36.13 $21,545 - $22,039
-610 Reduced 2.85%
20,793 $1.48 Million
Q1 2019

May 14, 2019
BUY
N/A
113 Added 0.53%
21,403 $1.46 Million
Q4 2018

Feb 14, 2019
BUY
N/A
21,290 New
21,290 $1.28 Million

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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