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 8,053 shares of SCHB stock, worth $187,312. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,053
Previous 7,201 11.83%
Holding current value
$187,312
Previous $452,000 18.36%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$59.93 - $66.52 $51,060 - $56,675
852 Added 11.83%
8,053 $535,000
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

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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