Financial Architects, Inc Schwab Strategic Tr Us Broad M Transaction History

Financial Architects, Inc

  • $657 Million
  • Q2 2023

A detailed history of Financial Architects, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Architects, Inc holds 514,526 shares of SCHB stock, worth $32.6 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares
514,526
Previous 511,757 0.54%
Holding current value
$32.6 Million
Previous $24.5 Million 8.63%
% of portfolio
4.05%
Previous 3.96%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
BUY
$47.08 - $51.7 $130,364 - $143,157
2,769 Added 0.54%
514,526 $26.6 Million
Q1 2023

May 12, 2023
SELL
$44.47 - $49.23 $312,090 - $345,496
-7,018 Reduced 1.35%
511,757 $24.5 Million
Q4 2022

Feb 06, 2023
SELL
$43.88 - $47.81 $364,028 - $396,631
-8,296 Reduced 1.57%
518,775 $23.2 Million
Q3 2022

Nov 14, 2022
BUY
N/A
527,071 New
527,071 $22.1 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-568,450 Closed
0 $0
Q1 2022

May 05, 2022
BUY
N/A
272,467 Added 92.05%
568,450 $30.4 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-2,572 Reduced 0.86%
295,983 $33.4 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-857 Reduced 0.29%
298,555 $31 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-1,634 Reduced 0.54%
299,412 $31.2 Million
Q1 2021

May 17, 2021
BUY
N/A
19,566 Added 6.95%
301,046 $29.1 Million
Q4 2020

Feb 17, 2021
BUY
N/A
25,272 Added 9.86%
281,480 $25.6 Million
Q3 2020

Nov 09, 2020
BUY
N/A
526 Added 0.21%
256,208 $20.4 Million
Q2 2020

Aug 11, 2020
BUY
N/A
12,623 Added 5.19%
255,682 $18.8 Million
Q1 2020

May 07, 2020
SELL
N/A
-1,949 Reduced 0.8%
243,059 $14.7 Million
Q4 2019

Feb 14, 2020
BUY
N/A
4,388 Added 1.82%
245,008 $18.8 Million
Q3 2019

Nov 06, 2019
SELL
N/A
-1,560 Reduced 0.64%
240,620 $17.1 Million
Q2 2019

Aug 14, 2019
BUY
N/A
2,440 Added 1.02%
242,180 $17.1 Million
Q1 2019

May 13, 2019
BUY
N/A
205,870 Added 607.82%
239,740 $16.3 Million
Q1 2019

May 03, 2019
SELL
N/A
-209,949 Reduced 86.11%
33,870 $2.31 Million
Q4 2018

Feb 01, 2019
BUY
N/A
9,237 Added 3.94%
243,819 $14.6 Million
Q3 2018

Oct 29, 2018
BUY
N/A
4,764 Added 2.07%
234,582 $16.5 Million
Q2 2018

Aug 03, 2018
BUY
N/A
9,846 Added 4.48%
229,818 $15.2 Million
Q1 2018

Apr 23, 2018
BUY
N/A
7,073 Added 3.32%
219,972 $14 Million
Q4 2017

Feb 12, 2018
BUY
N/A
11,609 Added 5.77%
212,899 $13.7 Million
Q3 2017

Nov 01, 2017
BUY
N/A
178,109 Added 768.34%
201,290 $12.3 Million
Q3 2017

Oct 23, 2017
BUY
N/A
23,181
23,181 $1.41 Million

Others Institutions Holding SCHB

# of Institutions
1,122
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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