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 9,772 shares of SCHB stock, worth $631,759. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,772
Previous 9,744 0.29%
Holding current value
$631,759
Previous $542,000 9.96%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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