First Republic Investment Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

First Republic Investment Management, Inc.

  • $34.7 Billion
  • Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 509,321 shares of SCHB stock, worth $32.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
509,321
Previous 524,825 2.95%
Holding current value
$32.4 Million
Previous $27.1 Million 6.43%
% of portfolio
0.07%
Previous 0.14%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
SELL
$49.59 - $53.57 $768,843 - $830,549
-15,504 Reduced 2.95%
509,321 $25.4 Million
Q2 2023

Jul 28, 2023
SELL
$47.08 - $51.7 $4.31 Million - $4.73 Million
-91,514 Reduced 14.85%
524,825 $27.1 Million
Q1 2023

May 11, 2023
SELL
$44.47 - $49.23 $950,902 - $1.05 Million
-21,383 Reduced 3.35%
616,339 $29.5 Million
Q4 2022

Feb 13, 2023
BUY
$43.88 - $47.81 $8.85 Million - $9.64 Million
201,584 Added 46.22%
637,722 $28.6 Million
Q3 2022

Nov 03, 2022
BUY
N/A
22,236 Added 5.37%
436,138 $18.3 Million
Q2 2022

Aug 16, 2022
BUY
N/A
240,121 Added 138.17%
413,902 $18.3 Million
Q1 2022

May 16, 2022
BUY
N/A
91,231 Added 110.52%
173,781 $9.28 Million
Q4 2021

Feb 09, 2022
BUY
N/A
10,135 Added 14.0%
82,550 $9.33 Million
Q3 2021

Nov 12, 2021
BUY
N/A
11,513 Added 18.9%
72,415 $7.52 Million
Q2 2021

Aug 16, 2021
BUY
N/A
24,511 Added 67.35%
60,902 $6.35 Million
Q1 2021

May 14, 2021
SELL
N/A
-12,447 Reduced 25.49%
36,391 $3.52 Million
Q4 2020

Feb 16, 2021
BUY
N/A
2,843 Added 6.18%
48,838 $4.44 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-2,995 Reduced 6.11%
45,995 $3.66 Million
Q2 2020

Aug 13, 2020
BUY
N/A
125 Added 0.26%
48,990 $3.6 Million
Q1 2020

May 13, 2020
BUY
N/A
6,316 Added 14.84%
48,865 $2.95 Million
Q4 2019

Feb 14, 2020
BUY
N/A
2,468 Added 6.16%
42,549 $3.27 Million
Q3 2019

Nov 08, 2019
BUY
N/A
7,415 Added 22.7%
40,081 $2.85 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-13,531 Reduced 29.29%
32,666 $2.3 Million
Q1 2019

Apr 30, 2019
BUY
N/A
807 Added 1.78%
46,197 $3.14 Million
Q4 2018

Feb 12, 2019
BUY
N/A
12,968 Added 40.0%
45,390 $2.72 Million
Q3 2018

Nov 13, 2018
BUY
N/A
3,194 Added 10.93%
32,422 $2.28 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-339 Reduced 1.15%
29,228 $1.93 Million
Q1 2018

May 10, 2018
BUY
N/A
119 Added 0.4%
29,567 $1.89 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-2,575 Reduced 8.04%
29,448 $1.9 Million
Q3 2017

Nov 14, 2017
BUY
N/A
32,023
32,023 $1.95 Million

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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