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

Everett Harris & CO

  • $7.77 Billion
  • Q2 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 6,170 shares of SCHB stock, worth $392,535. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,170
Previous 4,550 35.6%
Holding current value
$392,535
Previous $277,000 39.71%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,145
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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