Hoertkorn Richard Charles Schwab Strategic Tr Us Broad M Transaction History

Hoertkorn Richard Charles

  • $177 Million
  • Q2 2025

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 2,480 shares of SCHB stock, worth $63,810. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,480
Previous 2,700 8.15%
Holding current value
$63,810
Previous $58,000 1.72%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$19.1 - $23.83 $4,202 - $5,242
-220 Reduced 8.15%
2,480 $59,000
Q4 2024

Feb 12, 2025
BUY
$22.01 - $66.82 $39,618 - $120,275
1,800 Added 200.0%
2,700 $61,000
Q1 2022

May 02, 2022
BUY
$49.15 - $56.85 $22,117 - $25,582
450 Added 100.0%
900 $48,000
Q1 2021

Apr 21, 2021
SELL
$44.89 - $48.81 $673 - $732
-15 Reduced 3.23%
450 $44,000
Q1 2020

May 01, 2020
SELL
$26.18 - $40.44 $916 - $1,415
-35 Reduced 7.0%
465 $28,000
Q3 2019

Oct 24, 2019
BUY
$35.32 - $36.13 $17,660 - $18,065
500 New
500 $36,000

Others Institutions Holding SCHB

# of Institutions
1,347
Shares Held
564M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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