Foster & Motley Inc Schwab Strategic Tr Us Broad M Transaction History

Foster & Motley Inc

  • $1.54 Billion
  • Q4 2024

A detailed history of Foster & Motley Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Foster & Motley Inc holds 30,275 shares of SCHB stock, worth $714,490. This represents 0.04% of its overall portfolio holdings.

Number of Shares
30,275
Previous 10,217 196.32%
Holding current value
$714,490
Previous $680,000 1.03%
% of portfolio
0.04%
Previous 0.04%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$22.01 - $66.82 $441,476 - $1.34 Million
20,058 Added 196.32%
30,275 $687,000
Q3 2024

Oct 30, 2024
SELL
$59.93 - $66.52 $11,386 - $12,638
-190 Reduced 1.83%
10,217 $680,000
Q2 2024

Aug 02, 2024
BUY
$57.57 - $63.3 $5,757 - $6,330
100 Added 0.97%
10,407 $654,000
Q1 2024

Apr 18, 2024
BUY
$54.61 - $61.05 $28,069 - $31,379
514 Added 5.25%
10,307 $629,000
Q4 2023

Feb 01, 2024
BUY
$47.61 - $55.91 $13,806 - $16,213
290 Added 3.05%
9,793 $545,000
Q3 2023

Oct 24, 2023
SELL
$49.59 - $53.57 $35,754 - $38,623
-721 Reduced 7.05%
9,503 $474,000
Q2 2023

Aug 08, 2023
SELL
$47.08 - $51.7 $3,531 - $3,877
-75 Reduced 0.73%
10,224 $529,000
Q1 2023

May 09, 2023
BUY
$44.47 - $49.23 $30,284 - $33,525
681 Added 7.08%
10,299 $493,000
Q4 2022

Feb 09, 2023
SELL
$41.94 - $47.81 $5,997 - $6,836
-143 Reduced 1.47%
9,618 $431,000
Q3 2022

Nov 04, 2022
SELL
$41.99 - $50.63 $184,714 - $222,721
-4,399 Reduced 31.07%
9,761 $410,000
Q2 2022

Aug 09, 2022
BUY
$42.93 - $53.98 $51,172 - $64,344
1,192 Added 9.19%
14,160 $626,000
Q1 2022

Apr 28, 2022
BUY
$49.15 - $56.85 $285,512 - $330,241
5,809 Added 81.14%
12,968 $692,000
Q4 2021

Jan 25, 2022
BUY
$51.87 - $56.86 $49,691 - $54,471
958 Added 15.45%
7,159 $809,000
Q3 2021

Oct 29, 2021
SELL
$51.32 - $54.83 $172,435 - $184,228
-3,360 Reduced 35.14%
6,201 $644,000
Q2 2021

Jul 20, 2021
BUY
$48.92 - $52.14 $328,106 - $349,702
6,707 Added 235.0%
9,561 $997,000
Q1 2021

Apr 26, 2021
BUY
$44.89 - $48.81 $13,018 - $14,154
290 Added 11.31%
2,854 $276,000
Q4 2020

Feb 01, 2021
SELL
$39.03 - $45.5 $663 - $773
-17 Reduced 0.66%
2,564 $233,000
Q3 2020

Oct 19, 2020
BUY
$36.93 - $42.52 $95,316 - $109,744
2,581 New
2,581 $206,000
Q1 2020

Apr 21, 2020
SELL
$26.18 - $40.44 $224,048 - $346,085
-8,558 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$34.47 - $38.58 $1,585 - $1,774
46 Added 0.54%
8,558 $658,000
Q3 2019

Oct 24, 2019
BUY
$35.32 - $36.13 $300,643 - $307,538
8,512 New
8,512 $605,000

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

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