Jfs Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Jfs Wealth Advisors, LLC

  • $1.26 Billion
  • Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 106,285 shares of SCHB stock, worth $6.68 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
106,285
Previous 108,290 1.85%
Holding current value
$6.68 Million
Previous $6.03 Million 7.63%
% of portfolio
0.52%
Previous 0.51%

Shares

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

Apr 30, 2024
SELL
$54.61 - $61.05 $109,493 - $122,405
-2,005 Reduced 1.85%
106,285 $6.49 Million
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $71,176 - $83,585
1,495 Added 1.4%
108,290 $6.03 Million
Q3 2023

Nov 02, 2023
SELL
$49.59 - $53.57 $69,872 - $75,480
-1,409 Reduced 1.3%
106,795 $5.32 Million
Q2 2023

Aug 07, 2023
SELL
$47.08 - $51.7 $81,495 - $89,492
-1,731 Reduced 1.57%
108,204 $5.59 Million
Q1 2023

Apr 19, 2023
SELL
$44.47 - $49.23 $37,310 - $41,303
-839 Reduced 0.76%
109,935 $5.26 Million
Q4 2022

Feb 13, 2023
SELL
$43.88 - $47.81 $577,109 - $628,797
-13,152 Reduced 10.61%
110,774 $4.96 Million
Q3 2022

Oct 21, 2022
SELL
N/A
-3,342 Reduced 2.63%
123,926 $5.2 Million
Q2 2022

Aug 02, 2022
BUY
N/A
11,671 Added 10.1%
127,268 $5.62 Million
Q1 2022

May 02, 2022
BUY
N/A
56,635 Added 96.05%
115,597 $6.17 Million
Q4 2021

Feb 03, 2022
SELL
N/A
-97 Reduced 0.16%
58,962 $6.66 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-3,188 Reduced 5.12%
59,059 $6.13 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-1,624 Reduced 2.54%
62,247 $6.49 Million
Q1 2021

Apr 28, 2021
SELL
N/A
-2,523 Reduced 3.8%
63,871 $6.18 Million
Q4 2020

Feb 01, 2021
BUY
N/A
1,330 Added 2.04%
66,394 $6.04 Million
Q3 2020

Oct 28, 2020
SELL
N/A
-2,523 Reduced 3.73%
65,064 $5.18 Million
Q2 2020

Aug 05, 2020
SELL
N/A
-1,198 Reduced 1.74%
67,587 $4.97 Million
Q1 2020

Apr 29, 2020
BUY
N/A
25,613 Added 59.33%
68,785 $4.16 Million
Q4 2019

Feb 03, 2020
BUY
N/A
1,328 Added 3.17%
43,172 $3.32 Million
Q3 2019

Oct 31, 2019
BUY
N/A
54 Added 0.13%
41,844 $2.97 Million
Q2 2019

Aug 06, 2019
BUY
N/A
368 Added 0.89%
41,790 $2.95 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-20,789 Reduced 33.42%
41,422 $2.82 Million
Q4 2018

Jan 28, 2019
BUY
N/A
23,322 Added 59.97%
62,211 $3.73 Million
Q3 2018

Nov 09, 2018
BUY
N/A
938 Added 2.47%
38,889 $2.74 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-409 Reduced 1.07%
37,951 $2.5 Million
Q1 2018

Apr 26, 2018
BUY
N/A
8,436 Added 28.19%
38,360 $2.45 Million
Q4 2017

Jan 31, 2018
BUY
N/A
1,282 Added 4.48%
29,924 $1.93 Million
Q3 2017

Oct 20, 2017
BUY
N/A
28,642
28,642 $1.75 Million

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

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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