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 44,112 shares of SCHB stock, worth $1.03 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
44,112
Previous 46,609 5.36%
Holding current value
$1.03 Million
Previous $2.93 Billion 0.14%
% of portfolio
1.89%
Previous 2.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$59.93 - $66.52 $149,645 - $166,100
-2,497 Reduced 5.36%
44,112 $2.93 Billion
Q2 2024

Jul 15, 2024

SELL
$57.57 - $63.3 $25,445 - $27,978
-442 Reduced 0.94%
46,609 $2.93 Billion
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
$41.94 - $47.81 $2.62 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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