Eley Financial Management, Inc Schwab Strategic Tr Us Broad M Transaction History

Eley Financial Management, Inc

$250 Billion
Q1 2025

A detailed history of Eley Financial Management, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Eley Financial Management, Inc holds 55,291 shares of SCHB stock, worth $1.36 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

55,291

Previous 55,562 0.49%

Holding current value

$1.36 Million

Previous $1.26 Billion 5.27%

% of portfolio

0.48%

Previous 0.49%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$21.23 - $23.75 $5,753 - $6,436	-271 Reduced 0.49%	55,291 $1.19 Billion
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $795,265 - $2.41 Million	36,132 Added 185.96%	55,562 $1.26 Billion
Q3 2024 Nov 12, 2024	BUY	$59.93 - $66.52 $3,296 - $3,658	55 Added 0.28%	19,430 $1.29 Billion
Q2 2024 Aug 09, 2024	SELL	$57.57 - $63.3 $49,510 - $54,438	-860 Reduced 4.25%	19,375 $1.22 Billion
Q1 2024 May 14, 2024	SELL	$54.61 - $61.05 $61,490 - $68,742	-1,126 Reduced 5.27%	20,235 $1.24 Billion
Q4 2023 Feb 02, 2024	SELL	$47.61 - $55.91 $952 - $1,118	-20 Reduced 0.09%	21,361 $1.19 Billion
Q3 2023 Oct 31, 2023	SELL	$49.59 - $53.57 $29,506 - $31,874	-595 Reduced 2.71%	21,381 $1.07 Billion
Q2 2023 Aug 03, 2023	BUY	$47.08 - $51.7 $15,442 - $16,957	328 Added 1.52%	21,976 $1.14 Billion
Q1 2023 May 11, 2023	BUY	$44.47 - $49.23 $962,686 - $1.07 Million	21,648 New	21,648 $1.04 Billion
Q4 2022 May 12, 2023	BUY	$41.94 - $47.81 $26,296 - $29,976	627 Added 2.9%	22,275 $998 Million

Others Institutions Holding SCHB

# of Institutions

1,341

Shares Held

494M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Eley Financial Management, Inc Schwab Strategic Tr Us Broad M Transaction History