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 $157,246. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,663
Previous 6,555 1.65%
Holding current value
$157,246
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
1,190
Shares Held
231M
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
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email