Independent Advisor Alliance Schwab Strategic Tr Us Broad M Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

A detailed history of Independent Advisor Alliance transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Independent Advisor Alliance holds 40,154 shares of SCHB stock, worth $937,997. This represents 0.1% of its overall portfolio holdings.

Number of Shares

40,154

Previous 60,726 33.88%

Holding current value

$937,997

Previous $3.82 Million 30.02%

% of portfolio

0.1%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$59.93 - $66.52 $1.23 Million - $1.37 Million	-20,572 Reduced 33.88%	40,154 $2.67 Million
Q2 2024 Aug 12, 2024	SELL	$57.57 - $63.3 $405,926 - $446,328	-7,051 Reduced 10.4%	60,726 $3.82 Million
Q1 2024 May 08, 2024	BUY	$54.61 - $61.05 $512,077 - $572,465	9,377 Added 16.06%	67,777 $4.14 Million
Q4 2023 Feb 08, 2024	BUY	$47.61 - $55.91 $81,460 - $95,662	1,711 Added 3.02%	58,400 $3.25 Million
Q3 2023 Oct 24, 2023	SELL	$49.59 - $53.57 $752,429 - $812,817	-15,173 Reduced 21.11%	56,689 $2.83 Million
Q2 2023 Jul 28, 2023	BUY	$47.08 - $51.7 $968,341 - $1.06 Million	20,568 Added 40.1%	71,862 $3.72 Million
Q1 2023 May 12, 2023	BUY	$44.47 - $49.23 $425,711 - $471,278	9,573 Added 22.95%	51,294 $2.45 Million
Q4 2022 Feb 13, 2023	BUY	$41.94 - $47.81 $1.21 Million - $1.38 Million	28,786 Added 222.54%	41,721 $1.87 Million
Q3 2022 Nov 04, 2022	BUY	$41.99 - $50.63 $543,140 - $654,899	12,935 New	12,935 $543,000

Others Institutions Holding SCHB

# of Institutions

1,200

Shares Held

279M

Call Options Held

191K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Independent Advisor Alliance Schwab Strategic Tr Us Broad M Transaction History