Garrett Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Garrett Investment Advisors LLC

  • $803 Million
  • Q2 2024

A detailed history of Garrett Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 40,984 shares of SCHB stock, worth $2.71 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
40,984
Previous 42,190 2.86%
Holding current value
$2.71 Million
Previous $2.58 Million 0.04%
% of portfolio
0.32%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
SELL
$57.57 - $63.3 $69,429 - $76,339
-1,206 Reduced 2.86%
40,984 $2.58 Million
Q1 2024

Apr 12, 2024
BUY
$54.61 - $61.05 $91,144 - $101,892
1,669 Added 4.12%
42,190 $2.58 Million
Q4 2023

Jan 05, 2024
BUY
$47.61 - $55.91 $993,858 - $1.17 Million
20,875 Added 106.26%
40,521 $2.26 Million
Q3 2023

Oct 13, 2023
BUY
$49.59 - $53.57 $974,245 - $1.05 Million
19,646 New
19,646 $979,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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