Jackson, Grant Investment Advisers, Inc. Schwab Strategic Tr Us Broad M Transaction History

Jackson, Grant Investment Advisers, Inc.

  • $269 Million
  • Q2 2025

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 1,257 shares of SCHB stock, worth $32,342. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,257
Previous 1,253 0.32%
Holding current value
$32,342
Previous $26,000 11.54%
% of portfolio
0.01%
Previous 0.01%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$19.1 - $23.83 $76 - $95
4 Added 0.32%
1,257 $29,000
Q1 2025

May 06, 2025
BUY
$21.23 - $23.75 $84 - $95
4 Added 0.32%
1,253 $26,000
Q4 2024

Jan 27, 2025
BUY
$22.01 - $66.82 $18,356 - $55,727
834 Added 200.96%
1,249 $28,000
Q3 2024

Oct 17, 2024
BUY
$59.93 - $66.52 $59 - $66
1 Added 0.24%
415 $27,000
Q2 2024

Jul 16, 2024
BUY
$57.57 - $63.3 $115 - $126
2 Added 0.49%
414 $26,000
Q1 2024

May 08, 2024
BUY
$54.61 - $61.05 $54 - $61
1 Added 0.24%
412 $25,000
Q4 2023

Feb 01, 2024
BUY
$47.61 - $55.91 $95 - $111
2 Added 0.49%
411 $22,000
Q3 2023

Oct 13, 2023
BUY
$49.59 - $53.57 $49 - $53
1 Added 0.25%
409 $20,000
Q2 2023

Aug 01, 2023
BUY
$47.08 - $51.7 $94 - $103
2 Added 0.49%
408 $21,000
Q1 2023

May 02, 2023
BUY
$44.47 - $49.23 $44 - $49
1 Added 0.25%
406 $19,000
Q4 2022

Jan 26, 2023
BUY
$41.94 - $47.81 $83 - $95
2 Added 0.5%
405 $0
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $83 - $101
2 Added 0.5%
403 $17,000
Q2 2022

Aug 04, 2022
BUY
$42.93 - $53.98 $42 - $53
1 Added 0.25%
401 $18,000
Q1 2022

Apr 28, 2022
BUY
$49.15 - $56.85 $9,879 - $11,426
201 Added 101.01%
400 $21,000
Q4 2021

Jan 24, 2022
BUY
$51.87 - $56.86 $51 - $56
1 Added 0.51%
199 $23,000
Q2 2021

Jul 15, 2021
BUY
$48.92 - $52.14 $48 - $52
1 Added 0.51%
198 $21,000
Q4 2020

Mar 03, 2021
BUY
$39.03 - $45.5 $39 - $45
1 Added 0.51%
197 $18,000
Q3 2020

Nov 12, 2020
BUY
$36.93 - $42.52 $73 - $85
2 Added 1.03%
196 $16,000
Q2 2020

Aug 14, 2020
BUY
$28.84 - $38.49 $28 - $38
1 Added 0.52%
194 $14,000
Q4 2019

Feb 05, 2020
BUY
$34.47 - $38.58 $68 - $77
2 Added 1.05%
193 $15,000
Q3 2019

Nov 20, 2019
BUY
$35.32 - $36.13 $35 - $36
1 Added 0.53%
191 $14,000
Q1 2019

May 07, 2019
BUY
N/A
1 Added 0.53%
190 $13,000
Q4 2018

Jan 23, 2019
BUY
N/A
2 Added 1.07%
189 $11,000
Q3 2018

Nov 15, 2018
BUY
N/A
1 Added 0.54%
187 $13,000
Q1 2018

May 14, 2018
BUY
N/A
1 Added 0.54%
186 $12,000
Q3 2017

Nov 14, 2017
BUY
N/A
1 Added 0.54%
185 $11,000
Q2 2017

Aug 10, 2017
BUY
N/A
184
184 $11,000

Others Institutions Holding SCHB

# of Institutions
1,350
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
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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