Ethos Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Ethos Financial Group, LLC

  • $529 Million
  • Q1 2024

A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ethos Financial Group, LLC holds 556,614 shares of SCHB stock, worth $36 Million. This represents 6.44% of its overall portfolio holdings.

Number of Shares
556,614
Previous 549,763 1.25%
Holding current value
$36 Million
Previous $30.6 Million 11.26%
% of portfolio
6.44%
Previous 6.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$54.61 - $61.05 $374,133 - $418,253
6,851 Added 1.25%
556,614 $34.1 Million
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $4.13 Million - $4.85 Million
86,729 Added 18.73%
549,763 $30.6 Million
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $3.98 Million - $4.3 Million
80,310 Added 20.98%
463,034 $23.1 Million
Q1 2023

Apr 20, 2023
BUY
$44.47 - $49.23 $2.87 Million - $3.18 Million
64,497 Added 20.27%
382,724 $18.3 Million
Q4 2022

Feb 09, 2023
BUY
$43.88 - $47.81 $14 Million - $15.2 Million
318,227 New
318,227 $14.3 Billion

Others Institutions Holding SCHB

# of Institutions
1,126
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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