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

Jamison Private Wealth Management, Inc.

  • $602 Billion
  • Q2 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 4,597 shares of SCHB stock, worth $305,194. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,597
Previous 4,637 0.86%
Holding current value
$305,194
Previous $283 Million 2.09%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
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
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email