J.W. Cole Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

J.W. Cole Advisors, Inc.

  • $2.09 Billion
  • Q2 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 7,201 shares of SCHB stock, worth $475,914. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,201
Previous 7,657 5.96%
Holding current value
$475,914
Previous $467,000 3.21%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 08, 2024
SELL
$57.57 - $63.3 $26,251 - $28,864
-456 Reduced 5.96%
7,201 $452,000
Q4 2023

Jan 31, 2024
BUY
$47.61 - $55.91 $173,109 - $203,288
3,636 Added 90.43%
7,657 $426,000
Q3 2023

Oct 24, 2023
BUY
$49.59 - $53.57 $199,401 - $215,404
4,021 New
4,021 $200,000
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $5.75 Million - $6.65 Million
117,028 New
117,028 $2,000
Q4 2020

Feb 12, 2021
SELL
$39.03 - $45.5 $149,601 - $174,401
-3,833 Closed
0 $0
Q3 2020

Nov 05, 2020
BUY
$36.93 - $42.52 $141,552 - $162,979
3,833 New
3,833 $305,000

Others Institutions Holding SCHB

# of Institutions
1,146
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
  • Industry ETFs
More about SCHB
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