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

Gilbert & Cook, Inc.

$697 Million
Q4 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 24,275 shares of SCHB stock, worth $572,890. This represents 0.08% of its overall portfolio holdings.

Number of Shares

24,275

Previous 8,525 184.75%

Holding current value

$572,890

Previous $567,000 2.82%

% of portfolio

0.08%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$22.01 - $66.82 $346,657 - $1.05 Million	15,750 Added 184.75%	24,275 $551,000
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

1,190

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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