Founders Financial Alliance, LLC Schwab Strategic Tr Us Broad M Transaction History

Founders Financial Alliance, LLC

  • $399 Million
  • Q1 2025

A detailed history of Founders Financial Alliance, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 11,813 shares of SCHB stock, worth $271,699. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,813
Previous 11,100 6.42%
Holding current value
$271,699
Previous $251,000 1.2%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$21.23 - $23.75 $15,136 - $16,933
713 Added 6.42%
11,813 $254,000
Q4 2024

Feb 07, 2025
BUY
$22.01 - $66.82 $162,565 - $493,532
7,386 Added 198.87%
11,100 $251,000
Q2 2024

Aug 23, 2024
BUY
$57.57 - $63.3 $213,009 - $234,210
3,700 Added 26428.57%
3,714 $233,000
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $764 - $854
14 New
14 $0

Others Institutions Holding SCHB

# of Institutions
1,295
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
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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