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

Everett Harris & CO

$7.74 Billion
Q1 2025

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 21,725 shares of SCHB stock, worth $527,483. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,725

Previous 21,825 0.46%

Holding current value

$527,483

Previous $495,000 5.66%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$21.23 - $23.75 $2,123 - $2,375	-100 Reduced 0.46%	21,725 $467,000
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

1,326

Shares Held

497M

Call Options Held

350K

Put Options Held

28.3K

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About SCHWAB STRATEGIC TR US BROAD M

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