A detailed history of Hardy Reed LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hardy Reed LLC holds 6,062 shares of SCHB stock, worth $401,486. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,062
Previous 7,719 21.47%
Holding current value
$401,486
Previous $471,000 19.11%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Aug 12, 2024

SELL
$57.57 - $63.3 $95,393 - $104,888
-1,657 Reduced 21.47%
6,062 $381,000
Q1 2024

May 02, 2024

BUY
$54.61 - $61.05 $90,488 - $101,159
1,657 Added 27.33%
7,719 $471,000
Q4 2023

Jan 24, 2024

SELL
$47.61 - $55.91 $926,204 - $1.09 Million
-19,454 Reduced 76.24%
6,062 $337,000
Q3 2023

Nov 09, 2023

BUY
$49.59 - $53.57 $1.27 Million - $1.37 Million
25,516 New
25,516 $1.27 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


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