Forum Financial Management, LP Schwab Strategic Tr Us Broad M Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Forum Financial Management, LP holds 6,663 shares of SCHB stock, worth $156,913. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,663
Previous 6,555 1.65%
Holding current value
$156,913
Previous $412,000 7.52%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024
BUY
$59.93 - $66.52 $6,472 - $7,184
108 Added 1.65%
6,663 $443,000
Q2 2024

Jul 30, 2024
BUY
$57.57 - $63.3 $40,414 - $44,436
702 Added 11.99%
6,555 $412,000
Q1 2024

May 09, 2024
BUY
$54.61 - $61.05 $109 - $122
2 Added 0.03%
5,853 $357,000
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $95 - $111
2 Added 0.03%
5,851 $325,000
Q3 2023

Nov 03, 2023
SELL
$49.59 - $53.57 $29,406 - $31,767
-593 Reduced 9.21%
5,849 $291,000
Q2 2023

Jul 26, 2023
SELL
$47.08 - $51.7 $18,832 - $20,680
-400 Reduced 5.85%
6,442 $333,000
Q1 2023

Apr 19, 2023
SELL
$44.47 - $49.23 $91,252 - $101,019
-2,052 Reduced 23.07%
6,842 $327,000
Q4 2022

Jan 24, 2023
BUY
$41.94 - $47.81 $54,857 - $62,535
1,308 Added 17.24%
8,894 $0
Q2 2022

Aug 15, 2022
SELL
$42.93 - $53.98 $57,096 - $71,793
-1,330 Reduced 14.92%
7,586 $335,000
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $214,932 - $248,605
4,373 Added 96.26%
8,916 $476,000
Q4 2021

Feb 18, 2022
BUY
$51.87 - $56.86 $235,645 - $258,314
4,543 New
4,543 $513,000

Others Institutions Holding SCHB

# of Institutions
1,180
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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