Elser Financial Planning, Inc Schwab Strategic Tr Us Broad M Transaction History

Elser Financial Planning, Inc

  • $1.67 Trillion
  • Q4 2024

A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Elser Financial Planning, Inc holds 104,897 shares of SCHB stock, worth $2.45 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
104,897
Previous 37,337 180.95%
Holding current value
$2.45 Million
Previous $2.48 Billion 4.13%
% of portfolio
0.14%
Previous 3.6%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$22.01 - $66.82 $1.49 Million - $4.51 Million
67,560 Added 180.95%
104,897 $2.38 Billion
Q3 2024

Oct 17, 2024
SELL
$59.93 - $66.52 $113,267 - $125,722
-1,890 Reduced 4.82%
37,337 $2.48 Billion
Q2 2024

Jul 22, 2024
BUY
$57.57 - $63.3 $2.26 Million - $2.48 Million
39,227 New
39,227 $2.47 Billion

Others Institutions Holding SCHB

# of Institutions
1,200
Shares Held
288M
Call Options Held
191K
Put Options Held
20.7K
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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