Horizon Investment Services, LLC Schwab Strategic Tr Us Broad M Transaction History

Horizon Investment Services, LLC

  • $212 Million
  • Q2 2024

A detailed history of Horizon Investment Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Horizon Investment Services, LLC holds 10,578 shares of SCHB stock, worth $697,090. This represents 0.31% of its overall portfolio holdings.

Number of Shares
10,578
Previous 8,907 18.76%
Holding current value
$697,090
Previous $543,000 22.47%
% of portfolio
0.31%
Previous 0.27%

Shares

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

Aug 05, 2024
BUY
$57.57 - $63.3 $96,199 - $105,774
1,671 Added 18.76%
10,578 $665,000
Q1 2024

May 07, 2024
BUY
$54.61 - $61.05 $3,549 - $3,968
65 Added 0.74%
8,907 $543,000
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $14,283 - $16,773
300 Added 3.51%
8,842 $492,000
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $18,447 - $19,928
372 Added 4.55%
8,542 $425,000
Q1 2023

May 08, 2023
BUY
$44.47 - $49.23 $363,319 - $402,209
8,170 New
8,170 $390,000

Others Institutions Holding SCHB

# of Institutions
1,147
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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