Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Jamison Private Wealth Management, Inc.

$677 Billion
Q4 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 18,008 shares of SCHB stock, worth $425,889. This represents 0.06% of its overall portfolio holdings.

Number of Shares

18,008

Previous 5,988 200.73%

Holding current value

$425,889

Previous $398 Million 2.62%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.01 - $66.82 $264,560 - $803,176	12,020 Added 200.73%	18,008 $409 Million
Q3 2024 Oct 15, 2024	BUY	$59.93 - $66.52 $83,362 - $92,529	1,391 Added 30.26%	5,988 $398 Million
Q2 2024 Jul 11, 2024	SELL	$57.57 - $63.3 $2,302 - $2,532	-40 Reduced 0.86%	4,597 $289 Million
Q1 2024 Apr 26, 2024	SELL	$54.61 - $61.05 $5,078 - $5,677	-93 Reduced 1.97%	4,637 $283 Million
Q4 2023 Jan 17, 2024	SELL	$47.61 - $55.91 $761 - $894	-16 Reduced 0.34%	4,730 $263 Million
Q3 2023 Jan 05, 2024	BUY	$49.59 - $53.57 $235,354 - $254,243	4,746 New	4,746 $237 Million

Others Institutions Holding SCHB

# of Institutions

1,255

Shares Held

431M

Call Options Held

298K

Put Options Held

31.3K

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About SCHWAB STRATEGIC TR US BROAD M

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Jamison Private Wealth Management, Inc. Schwab Strategic Tr Us Broad M Transaction History