Family Asset Management, LLC Schwab Strategic Tr Long Term Transaction History

Family Asset Management, LLC

  • $160 Billion
  • Q1 2024

A detailed history of Family Asset Management, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Family Asset Management, LLC holds 36,932 shares of SCHQ stock, worth $1.21 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
36,932
Previous 43,862 15.8%
Holding current value
$1.21 Million
Previous $1.54 Billion 19.04%
% of portfolio
0.78%
Previous 1.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$32.9 - $35.0 $227,997 - $242,550
-6,930 Reduced 15.8%
36,932 $1.25 Billion
Q4 2023

Feb 06, 2024
BUY
$29.71 - $35.56 $329,929 - $394,893
11,105 Added 33.9%
43,862 $1.54 Billion
Q3 2023

Nov 02, 2023
BUY
$31.58 - $36.29 $82,802 - $95,152
2,622 Added 8.7%
32,757 $1.04 Billion
Q2 2023

Jul 27, 2023
BUY
$35.48 - $38.22 $1.07 Million - $1.15 Million
30,135 New
30,135 $1.09 Billion

Others Institutions Holding SCHQ

# of Institutions
90
Shares Held
13M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
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