A detailed history of Equita Financial Network, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Equita Financial Network, Inc. holds 93,643 shares of SCHB stock, worth $2.18 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
93,643
Previous 93,192 0.48%
Holding current value
$2.18 Million
Previous $5.86 Million 6.32%
% of portfolio
2.28%
Previous 2.45%

Shares

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

Nov 07, 2024

BUY
$59.93 - $66.52 $27,028 - $30,000
451 Added 0.48%
93,643 $6.23 Million
Q2 2024

Jul 31, 2024

SELL
$57.57 - $63.3 $1.05 Million - $1.15 Million
-18,206 Reduced 16.34%
93,192 $5.86 Million
Q1 2024

May 02, 2024

SELL
$54.61 - $61.05 $2.76 Million - $3.09 Million
-50,619 Reduced 31.24%
111,398 $6.8 Million
Q4 2023

Feb 12, 2024

BUY
$47.61 - $55.91 $228,766 - $268,647
4,805 Added 3.06%
162,017 $9.02 Million
Q3 2023

Oct 30, 2023

BUY
$49.59 - $53.57 $7.8 Million - $8.42 Million
157,212 New
157,212 $7.84 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Equita Financial Network, Inc. Portfolio

Follow Equita Financial Network, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Equita Financial Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Equita Financial Network, Inc. with notifications on news.