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

Everett Harris & CO

  • $8 Billion
  • Q3 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 6,200 shares of SCHB stock, worth $144,026. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,200
Previous 6,170 0.49%
Holding current value
$144,026
Previous $387,000 6.46%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,179
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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