Forbes Financial Planning, Inc. Schwab Strategic Tr Us Large C Transaction History

Forbes Financial Planning, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$63.33 - $67.21 $142,365 - $151,088	-2,248 Reduced 2.34%	94,020 $6.31 Million
Q1 2023 May 04, 2023	BUY	$62.59 - $69.3 $852,162 - $943,519	13,615 Added 16.47%	96,268 $6.31 Million
Q3 2022 Oct 21, 2022	BUY	$58.51 - $69.02 $207,359 - $244,606	3,544 Added 4.48%	82,653 $4.84 Million
Q2 2022 Aug 15, 2022	BUY	$60.93 - $72.3 $69,825 - $82,855	1,146 Added 1.47%	79,109 $4.92 Million
Q1 2022 May 13, 2022	BUY	$67.71 - $74.19 $402,400 - $440,911	5,943 Added 8.25%	77,963 $5.54 Million
Q4 2021 Feb 18, 2022	BUY	$67.9 - $73.3 $4.89 Million - $5.28 Million	72,020 New	72,020 $5.28 Million

831

112M

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