Jaffetilchin Investment Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Jaffetilchin Investment Partners, LLC

  • $1.1 Billion
  • Q1 2024

A detailed history of Jaffetilchin Investment Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jaffetilchin Investment Partners, LLC holds 515,031 shares of SCHB stock, worth $32.4 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares
515,031
Previous 465,685 10.6%
Holding current value
$32.4 Million
Previous $25.9 Million 21.29%
% of portfolio
2.86%
Previous 2.54%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024
BUY
$54.61 - $61.05 $2.69 Million - $3.01 Million
49,346 Added 10.6%
515,031 $31.4 Million
Q4 2023

Feb 13, 2024
BUY
$47.61 - $55.91 $3.1 Million - $3.63 Million
65,011 Added 16.23%
465,685 $25.9 Million
Q3 2023

Nov 13, 2023
SELL
$49.59 - $53.57 $107,659 - $116,300
-2,171 Reduced 0.54%
400,674 $20 Million
Q2 2023

Aug 15, 2023
BUY
$47.08 - $51.7 $1.18 Million - $1.3 Million
25,124 Added 6.65%
402,845 $20.8 Million
Q1 2023

May 11, 2023
BUY
$44.47 - $49.23 $2.85 Million - $3.15 Million
64,002 Added 20.4%
377,721 $18.1 Million
Q4 2022

Feb 10, 2023
SELL
$43.88 - $47.81 $4.39 Million - $4.78 Million
-99,954 Reduced 24.16%
313,719 $14.1 Million
Q3 2022

Nov 14, 2022
BUY
N/A
3,713 Added 0.91%
413,673 $17.4 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-16,276 Reduced 3.82%
409,960 $18.1 Million
Q1 2022

May 13, 2022
BUY
N/A
171,202 Added 67.13%
426,236 $19.6 Million
Q4 2021

Feb 17, 2022
BUY
N/A
6,875 Added 2.77%
255,034 $28.8 Million
Q3 2021

Oct 25, 2021
SELL
N/A
-131,722 Reduced 34.67%
248,159 $25.8 Million
Q2 2021

Aug 09, 2021
BUY
N/A
187,467 Added 97.43%
379,881 $37.6 Million
Q1 2021

May 10, 2021
BUY
N/A
42,042 Added 27.96%
192,414 $18.6 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-9,176 Reduced 5.75%
150,372 $13.7 Million
Q3 2020

Nov 09, 2020
BUY
N/A
10,834 Added 7.29%
159,548 $12.7 Million
Q2 2020

Aug 03, 2020
BUY
N/A
147,895 Added 18058.0%
148,714 $10.9 Million
Q2 2020

Jul 31, 2020
SELL
N/A
-150,081 Reduced 99.46%
819 $10.9 Million
Q1 2020

May 06, 2020
BUY
N/A
142,661 Added 1731.53%
150,900 $9.12 Million
Q4 2019

Jan 28, 2020
BUY
N/A
50 Added 0.61%
8,239 $633,000
Q3 2019

Oct 15, 2019
BUY
N/A
74 Added 0.91%
8,189 $582,000
Q1 2019

May 13, 2019
BUY
N/A
44 Added 0.55%
8,115 $552,000
Q4 2018

Feb 11, 2019
BUY
N/A
8,071 New
8,071 $484,000

Others Institutions Holding SCHB

# of Institutions
1,121
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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