Everett Harris & CO Schwab Strategic Tr Us Broad M Transaction History

Everett Harris & CO

  • $7.85 Billion
  • Q4 2024

A detailed history of Everett Harris & CO transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Everett Harris & CO holds 21,825 shares of SCHB stock, worth $509,832. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,825
Previous 6,200 252.02%
Holding current value
$509,832
Previous $412,000 20.15%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 23, 2025
BUY
$22.01 - $66.82 $343,906 - $1.04 Million
15,625 Added 252.02%
21,825 $495,000
Q3 2024

Oct 18, 2024
BUY
$59.93 - $66.52 $1,797 - $1,995
30 Added 0.49%
6,200 $412,000
Q2 2024

Aug 01, 2024
BUY
$57.57 - $63.3 $93,263 - $102,546
1,620 Added 35.6%
6,170 $387,000
Q1 2024

Apr 19, 2024
BUY
$54.61 - $61.05 $40,957 - $45,787
750 Added 19.74%
4,550 $277,000
Q4 2023

Jan 18, 2024
BUY
$47.61 - $55.91 $180,918 - $212,458
3,800 New
3,800 $211,000

Others Institutions Holding SCHB

# of Institutions
1,202
Shares Held
300M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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