Index Fund Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Index Fund Advisors, Inc.

$1.8 Billion
Q4 2024

A detailed history of Index Fund Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Index Fund Advisors, Inc. holds 15,947 shares of SCHB stock, worth $347,963. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,947

Previous 5,316 199.98%

Holding current value

$347,963

Previous $353,000 2.27%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$22.01 - $66.82 $233,988 - $710,363	10,631 Added 199.98%	15,947 $361,000
Q3 2024 Oct 22, 2024	BUY	$59.93 - $66.52 $20,496 - $22,749	342 Added 6.88%	5,316 $353,000
Q2 2024 Aug 02, 2024	BUY	$57.57 - $63.3 $18,825 - $20,699	327 Added 7.04%	4,974 $312,000
Q4 2023 Feb 14, 2024	BUY	$47.61 - $55.91 $221,243 - $259,813	4,647 New	4,647 $258,000
Q2 2023 Aug 10, 2023	SELL	$47.08 - $51.7 $12,429 - $13,648	-264 Reduced 2.32%	11,110 $574,000
Q1 2023 Apr 21, 2023	BUY	$44.47 - $49.23 $78,356 - $86,743	1,762 Added 18.33%	11,374 $544,000
Q4 2022 Jan 23, 2023	BUY	$41.94 - $47.81 $1,467 - $1,673	35 Added 0.37%	9,612 $431,000
Q3 2022 Oct 27, 2022	BUY	$41.99 - $50.63 $1,385 - $1,670	33 Added 0.35%	9,577 $402,000
Q2 2022 Jul 27, 2022	SELL	$42.93 - $53.98 $19,747 - $24,830	-460 Reduced 4.6%	9,544 $422,000
Q1 2022 Apr 25, 2022	SELL	$49.15 - $56.85 $252,434 - $291,981	-5,136 Reduced 33.92%	10,004 $534,000
Q4 2021 Jan 26, 2022	BUY	$51.87 - $56.86 $785,311 - $860,860	15,140 New	15,140 $1.71 Million

Others Institutions Holding SCHB

# of Institutions

1,265

Shares Held

423M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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Index Fund Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History