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

Evolution Advisers, Inc.

  • $183 Million
  • Q4 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 4,828 shares of SCHB stock, worth $112,830. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,828
Previous 1,518 218.05%
Holding current value
$112,830
Previous $100,000 9.0%
% of portfolio
0.06%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$22.01 - $66.82 $72,853 - $221,174
3,310 Added 218.05%
4,828 $109,000
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
1,196
Shares Held
256M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Evolution Advisers, Inc. Portfolio

Follow Evolution Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Evolution Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email