Evolution Advisers, Inc. Schwab Strategic Tr Us Broad M Transaction History

Evolution Advisers, Inc.

$184 Million
Q3 2024

A detailed history of Evolution Advisers, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Evolution Advisers, Inc. holds 1,518 shares of SCHB stock, worth $35,308. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,518

Previous 1,329 14.22%

Holding current value

$35,308

Previous $83,000 20.48%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$59.93 - $66.52 $11,326 - $12,572	189 Added 14.22%	1,518 $100,000
Q2 2024 Jul 26, 2024	BUY	$57.57 - $63.3 $11,226 - $12,343	195 Added 17.2%	1,329 $83,000
Q1 2024 May 03, 2024	BUY	$54.61 - $61.05 $20,642 - $23,076	378 Added 50.0%	1,134 $70,000
Q4 2023 Feb 02, 2024	BUY	$47.61 - $55.91 $9,093 - $10,678	191 Added 33.81%	756 $42,000
Q3 2023 Oct 20, 2023	BUY	$49.59 - $53.57 $5,851 - $6,321	118 Added 26.4%	565 $28,000
Q2 2023 Jul 14, 2023	BUY	$47.08 - $51.7 $4,566 - $5,014	97 Added 27.71%	447 $23,000
Q1 2023 May 05, 2023	BUY	$44.47 - $49.23 $5,781 - $6,399	130 Added 59.09%	350 $16,000
Q4 2022 Jan 30, 2023	BUY	$41.94 - $47.81 $5,703 - $6,502	136 Added 161.9%	220 $9,000
Q3 2022 Oct 31, 2022	BUY	$41.99 - $50.63 $3,527 - $4,252	84 New	84 $3,000

Others Institutions Holding SCHB

# of Institutions

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Evolution Advisers, Inc. Schwab Strategic Tr Us Broad M Transaction History