Glass Jacobson Investment Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Glass Jacobson Investment Advisors LLC

  • $266 Billion
  • Q1 2024

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 16,594 shares of SCHB stock, worth $1.06 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
16,594
Previous 15,342 8.16%
Holding current value
$1.06 Million
Previous $854 Million 18.61%
% of portfolio
0.38%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$54.61 - $61.05 $68,371 - $76,434
1,252 Added 8.16%
16,594 $1.01 Billion
Q4 2023

Jan 22, 2024
BUY
$47.61 - $55.91 $135,926 - $159,623
2,855 Added 22.86%
15,342 $854 Million
Q3 2023

Nov 07, 2023
BUY
$49.59 - $53.57 $198 - $214
4 Added 0.03%
12,487 $622 Million
Q2 2023

Jul 25, 2023
BUY
$47.08 - $51.7 $10,404 - $11,425
221 Added 1.8%
12,483 $645 Million
Q4 2022

Feb 06, 2023
BUY
$43.88 - $47.81 $538,056 - $586,246
12,262 New
12,262 $549 Million

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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