Good Life Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Good Life Advisors, LLC

$1.32 Billion
Q4 2024

A detailed history of Good Life Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Good Life Advisors, LLC holds 17,008 shares of SCHB stock, worth $389,823. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,008

Previous 5,665 200.23%

Holding current value

$389,823

Previous $376,000 2.66%

% of portfolio

0.03%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$22.01 - $66.82 $249,659 - $757,939	11,343 Added 200.23%	17,008 $386,000
Q3 2024 Oct 16, 2024	BUY	$59.93 - $66.52 $3,056 - $3,392	51 Added 0.91%	5,665 $376,000
Q1 2024 May 02, 2024	BUY	$54.61 - $61.05 $982 - $1,098	18 Added 0.32%	5,614 $342,000
Q4 2023 Jan 18, 2024	BUY	$47.61 - $55.91 $1,095 - $1,285	23 Added 0.41%	5,596 $311,000
Q3 2023 Oct 19, 2023	BUY	$49.59 - $53.57 $991 - $1,071	20 Added 0.36%	5,573 $277,000
Q2 2023 Jul 10, 2023	BUY	$47.08 - $51.7 $988 - $1,085	21 Added 0.38%	5,553 $287,000
Q1 2023 May 05, 2023	BUY	$44.47 - $49.23 $933 - $1,033	21 Added 0.38%	5,532 $264,000
Q4 2022 Feb 10, 2023	BUY	$41.94 - $47.81 $1,048 - $1,195	25 Added 0.46%	5,511 $246,000
Q3 2022 Oct 13, 2022	BUY	$41.99 - $50.63 $965 - $1,164	23 Added 0.42%	5,486 $230,000
Q2 2022 Jul 19, 2022	BUY	$42.93 - $53.98 $944 - $1,187	22 Added 0.4%	5,463 $241,000
Q1 2022 Apr 26, 2022	BUY	$49.15 - $56.85 $134,081 - $155,086	2,728 Added 100.55%	5,441 $291,000
Q4 2021 Feb 10, 2022	BUY	$51.87 - $56.86 $518 - $568	10 Added 0.37%	2,713 $307,000
Q3 2021 Oct 29, 2021	BUY	$51.32 - $54.83 $17,859 - $19,080	348 Added 14.78%	2,703 $281,000
Q2 2021 Jul 29, 2021	BUY	$48.92 - $52.14 $342 - $364	7 Added 0.3%	2,355 $246,000
Q1 2021 Apr 27, 2021	BUY	$44.89 - $48.81 $105,401 - $114,605	2,348 New	2,348 $226,000
Q2 2020 Jul 20, 2020	SELL	$28.84 - $38.49 $178,202 - $237,829	-6,179 Closed	0 $0
Q1 2020 May 01, 2020	SELL	$26.18 - $40.44 $166,923 - $257,845	-6,376 Reduced 50.78%	6,179 $373,000
Q4 2019 Jan 17, 2020	BUY	$34.47 - $38.58 $9,444 - $10,570	274 Added 2.23%	12,555 $963,000
Q3 2019 Nov 08, 2019	SELL	$35.32 - $36.13 $156,538 - $160,128	-4,432 Reduced 26.52%	12,281 $871,000
Q1 2019 May 09, 2019	BUY	N/A	6,376 Added 61.68%	16,713 $1.14 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-200 Reduced 1.9%	10,337 $619,000
Q3 2018 Oct 26, 2018	BUY	N/A	5,289 Added 100.78%	10,537 $742,000
Q2 2018 Aug 07, 2018	BUY	N/A	933 Added 21.62%	5,248 $345,000
Q1 2018 May 01, 2018	BUY	N/A	84 Added 1.99%	4,315 $269,000
Q4 2017 Feb 12, 2018	SELL	N/A	-720 Reduced 14.54%	4,231 $279,000
Q3 2017 Nov 01, 2017	BUY	N/A	704 Added 16.58%	4,951 $305,000
Q2 2017 Aug 08, 2017	BUY	N/A	4,247	4,247 $249,000

Others Institutions Holding SCHB

# of Institutions

1,265

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Good Life Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History