Financial Services Advisory Inc Schwab Strategic Tr Us Broad M Transaction History

Financial Services Advisory Inc

$409 Million
Q3 2024

A detailed history of Financial Services Advisory Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Financial Services Advisory Inc holds 372,686 shares of SCHB stock, worth $8.66 Million. This represents 6.06% of its overall portfolio holdings.

Number of Shares

372,686

Previous 197,940 88.28%

Holding current value

$8.66 Million

Previous $12.4 Million 99.22%

% of portfolio

6.06%

Previous 3.41%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$59.93 - $66.52 $10.5 Million - $11.6 Million	174,746 Added 88.28%	372,686 $24.8 Million
Q2 2024 Jul 30, 2024	SELL	$57.57 - $63.3 $12.5 Million - $13.7 Million	-216,296 Reduced 52.22%	197,940 $12.4 Million
Q1 2024 May 06, 2024	SELL	$54.61 - $61.05 $441,576 - $493,650	-8,086 Reduced 1.91%	414,236 $25.3 Million
Q4 2023 Feb 09, 2024	BUY	$47.61 - $55.91 $20.1 Million - $23.6 Million	422,322 New	422,322 $23.5 Million
Q1 2020 Apr 07, 2020	SELL	$26.18 - $40.44 $5.24 Million - $8.1 Million	-200,262 Closed	0 $0
Q4 2019 Jan 13, 2020	SELL	$34.47 - $38.58 $158,217 - $177,082	-4,590 Reduced 2.24%	200,262 $15.4 Million
Q3 2019 Oct 16, 2019	BUY	$35.32 - $36.13 $2.81 Million - $2.88 Million	79,629 Added 63.59%	204,852 $14.5 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-132,056 Reduced 51.33%	125,223 $8.83 Million
Q1 2019 Apr 11, 2019	BUY	N/A	257,279 New	257,279 $17.5 Million
Q4 2018 Feb 11, 2019	SELL	N/A	-51,837 Closed	0 $0
Q3 2018 Oct 10, 2018	BUY	N/A	34,409 Added 197.44%	51,837 $3.65 Million
Q2 2018 Jul 06, 2018	BUY	N/A	17,428 New	17,428 $1.15 Million

Others Institutions Holding SCHB

# of Institutions

1,179

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Financial Services Advisory Inc Schwab Strategic Tr Us Broad M Transaction History