Gleason Group, Inc. Schwab Strategic Tr Us Broad M Transaction History

Gleason Group, Inc.

$492 Million
Q2 2024

A detailed history of Gleason Group, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gleason Group, Inc. holds 30,510 shares of SCHB stock, worth $1.97 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

30,510

Previous 30,020 1.63%

Holding current value

$1.97 Million

Previous $1.83 Million 4.69%

% of portfolio

0.39%

Previous 0.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$57.57 - $63.3 $28,209 - $31,017	490 Added 1.63%	30,510 $1.92 Million
Q1 2024 Apr 12, 2024	BUY	$54.61 - $61.05 $18,676 - $20,879	342 Added 1.15%	30,020 $1.83 Million
Q4 2023 Jan 19, 2024	BUY	$47.61 - $55.91 $214,149 - $251,483	4,498 Added 17.86%	29,678 $1.65 Million
Q3 2023 Oct 12, 2023	BUY	$49.59 - $53.57 $87,228 - $94,229	1,759 Added 7.51%	25,180 $1.26 Million
Q2 2023 Jul 20, 2023	BUY	$47.08 - $51.7 $5,178 - $5,687	110 Added 0.47%	23,421 $1.21 Million
Q1 2023 Apr 14, 2023	BUY	$44.47 - $49.23 $7,559 - $8,369	170 Added 0.73%	23,311 $1.12 Million
Q4 2022 Jan 11, 2023	BUY	$43.88 - $47.81 $1.02 Million - $1.11 Million	23,141 New	23,141 $0
Q2 2021 Jul 27, 2021	SELL	N/A	-7 Closed	0 $0
Q1 2021 Apr 14, 2021	BUY	N/A	7 New	7 $1,000

Others Institutions Holding SCHB

# of Institutions

1,142

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

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About SCHWAB STRATEGIC TR US BROAD M

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Gleason Group, Inc. Schwab Strategic Tr Us Broad M Transaction History