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

Everett Harris & CO

  • $7.5 Billion
  • Q1 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 4,550 shares of SCHB stock, worth $285,831. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,550
Previous 3,800 19.74%
Holding current value
$285,831
Previous $211,000 31.28%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,127
Shares Held
161M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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