A detailed history of Hoertkorn Richard Charles transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hoertkorn Richard Charles holds 900 shares of SCHB stock, worth $57,537. This represents 0.03% of its overall portfolio holdings.

Number of Shares
900
Previous 900 -0.0%
Holding current value
$57,537
Previous $50,000 8.0%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 02, 2022

BUY
N/A
450 Added 100.0%
900 $48,000
Q1 2021

Apr 21, 2021

SELL
N/A
-15 Reduced 3.23%
450 $44,000
Q1 2020

May 01, 2020

SELL
N/A
-35 Reduced 7.0%
465 $28,000
Q3 2019

Oct 24, 2019

BUY
N/A
500 New
500 $36,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Hoertkorn Richard Charles Portfolio

Follow Hoertkorn Richard Charles and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hoertkorn Richard Charles, based on Form 13F filings with the SEC.

News

Stay updated on Hoertkorn Richard Charles with notifications on news.