Ehrlich Financial Group Schwab Strategic Tr Us Broad M Transaction History

Ehrlich Financial Group

  • $137 Billion
  • Q1 2025

A detailed history of Ehrlich Financial Group transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ehrlich Financial Group holds 15,270 shares of SCHB stock, worth $347,087. This represents 0.24% of its overall portfolio holdings.

Number of Shares
15,270
Previous 15,570 1.93%
Holding current value
$347,087
Previous $353 Million 6.98%
% of portfolio
0.24%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$21.23 - $23.75 $6,369 - $7,125
-300 Reduced 1.93%
15,270 $329 Million
Q4 2024

Jan 13, 2025
BUY
$22.01 - $66.82 $246,776 - $749,185
11,212 Added 257.27%
15,570 $353 Million
Q2 2024

Jul 12, 2024
BUY
$57.57 - $63.3 $8,635 - $9,495
150 Added 3.56%
4,358 $274 Million
Q1 2024

Apr 15, 2024
BUY
$54.61 - $61.05 $2,730 - $3,052
50 Added 1.2%
4,208 $257 Million
Q4 2023

Feb 13, 2024
BUY
$47.61 - $55.91 $197,962 - $232,473
4,158 New
4,158 $231 Million

Others Institutions Holding SCHB

# of Institutions
1,291
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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