A detailed history of Financial Designs Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Designs Corp holds 47,051 shares of SCHB stock, worth $3.01 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
47,051
Holding current value
$3.01 Million
% of portfolio
1.89%

Shares

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

Apr 12, 2024

BUY
$54.61 - $61.05 $2.57 Million - $2.87 Million
47,051 New
47,051 $2.87 Billion
Q3 2023

Oct 31, 2023

SELL
$49.59 - $53.57 $57,524 - $62,141
-1,160 Reduced 0.94%
122,049 $6.08 Billion
Q2 2023

Jul 14, 2023

BUY
$47.08 - $51.7 $2.04 Million - $2.24 Million
43,324 Added 54.23%
123,209 $6.37 Billion
Q1 2023

Apr 27, 2023

BUY
$44.47 - $49.23 $776,090 - $859,161
17,452 Added 27.95%
79,885 $3.82 Billion
Q4 2022

Apr 27, 2023

BUY
$43.88 - $47.81 $2.74 Million - $2.98 Million
62,433 New
62,433 $2.8 Billion

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


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