Gratus Capital LLC Schwab Strategic Tr Us Broad M Transaction History

Gratus Capital LLC

  • $2.39 Billion
  • Q2 2024

A detailed history of Gratus Capital LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Gratus Capital LLC holds 7,250 shares of SCHB stock, worth $163,125. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,250
Previous 9,772 25.81%
Holding current value
$163,125
Previous $596,000 23.66%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 25, 2024
SELL
$57.57 - $63.3 $145,191 - $159,642
-2,522 Reduced 25.81%
7,250 $455,000
Q1 2024

May 13, 2024
BUY
$54.61 - $61.05 $1,529 - $1,709
28 Added 0.29%
9,772 $596,000
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $1,809 - $2,124
38 Added 0.39%
9,744 $542,000
Q3 2023

Oct 26, 2023
BUY
$49.59 - $53.57 $481,320 - $519,950
9,706 New
9,706 $483,000

Others Institutions Holding SCHB

# of Institutions
1,184
Shares Held
169M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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More about SCHB
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