Gilbert & Cook, Inc. Schwab Strategic Tr Us Broad M Transaction History

Gilbert & Cook, Inc.

  • $718 Million
  • Q3 2024

A detailed history of Gilbert & Cook, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gilbert & Cook, Inc. holds 8,525 shares of SCHB stock, worth $195,222. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,525
Previous 8,525 -0.0%
Holding current value
$195,222
Previous $535,000 5.98%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Aug 01, 2024
SELL
$57.57 - $63.3 $37,420 - $41,145
-650 Reduced 7.08%
8,525 $535,000
Q1 2024

May 02, 2024
SELL
$54.61 - $61.05 $15,017 - $16,788
-275 Reduced 2.91%
9,175 $560,000
Q1 2022

May 02, 2022
BUY
$49.15 - $56.85 $232,233 - $268,616
4,725 Added 100.0%
9,450 $505,000
Q2 2021

Jul 13, 2021
SELL
$48.92 - $52.14 $5,381 - $5,735
-110 Reduced 2.28%
4,725 $493,000
Q2 2020

Aug 05, 2020
BUY
$28.84 - $38.49 $139,441 - $186,099
4,835 New
4,835 $355,000

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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