James Investment Research Inc Schwab Strategic Tr Us Broad M Transaction History

James Investment Research Inc

  • $827 Million
  • Q2 2024

A detailed history of James Investment Research Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, James Investment Research Inc holds 32,581 shares of SCHB stock, worth $2.16 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
32,581
Previous 29,190 11.62%
Holding current value
$2.16 Million
Previous $1.78 Million 14.93%
% of portfolio
0.25%
Previous 0.21%

Shares

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

Jul 30, 2024
BUY
$57.57 - $63.3 $195,219 - $214,650
3,391 Added 11.62%
32,581 $2.05 Million
Q1 2024

May 01, 2024
BUY
$54.61 - $61.05 $197,360 - $220,634
3,614 Added 14.13%
29,190 $1.78 Million
Q4 2023

Feb 06, 2024
BUY
$47.61 - $55.91 $175,871 - $206,531
3,694 Added 16.88%
25,576 $1.42 Million
Q3 2023

Oct 31, 2023
BUY
$49.59 - $53.57 $356,403 - $385,007
7,187 Added 48.91%
21,882 $1.09 Million
Q2 2023

Aug 07, 2023
BUY
$47.08 - $51.7 $126,362 - $138,762
2,684 Added 22.35%
14,695 $759,000
Q1 2023

Apr 25, 2023
BUY
$44.47 - $49.23 $199,003 - $220,304
4,475 Added 59.38%
12,011 $575,000
Q4 2022

Jan 30, 2023
SELL
$41.94 - $47.81 $33,216 - $37,865
-792 Reduced 9.51%
7,536 $338,000
Q3 2022

Oct 31, 2022
BUY
$41.99 - $50.63 $218,641 - $263,630
5,207 Added 166.84%
8,328 $350,000
Q2 2022

Aug 01, 2022
BUY
$42.93 - $53.98 $102,946 - $129,444
2,398 Added 331.67%
3,121 $138,000
Q1 2022

Apr 22, 2022
BUY
$49.15 - $56.85 $35,535 - $41,102
723 New
723 $39,000

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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