Jnba Financial Advisors Schwab Strategic Tr Us Broad M Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

A detailed history of Jnba Financial Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jnba Financial Advisors holds 664 shares of SCHB stock, worth $15,099. This represents 0.0% of its overall portfolio holdings.

Number of Shares

664

Previous 364 82.42%

Holding current value

$15,099

Previous $22,000 100.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$59.93 - $66.52 $17,979 - $19,956	300 Added 82.42%	664 $44,000
Q4 2023 Feb 07, 2024	SELL	$47.61 - $55.91 $26,280 - $30,862	-552 Reduced 60.26%	364 $20,000
Q2 2022 Jul 22, 2022	BUY	$42.93 - $53.98 $21,121 - $26,558	492 Added 116.04%	916 $40,000
Q1 2022 Apr 29, 2022	BUY	$49.15 - $56.85 $10,223 - $11,824	208 Added 96.3%	424 $23,000
Q4 2021 Feb 03, 2022	BUY	$51.87 - $56.86 $207 - $227	4 Added 1.89%	216 $24,000
Q3 2021 Nov 10, 2021	BUY	$51.32 - $54.83 $513 - $548	10 Added 4.95%	212 $22,000
Q1 2021 May 03, 2021	BUY	$44.89 - $48.81 $9,067 - $9,859	202 New	202 $20,000
Q4 2018 Feb 07, 2019	SELL	N/A	-60,661 Closed	0 $0
Q3 2018 Nov 01, 2018	BUY	N/A	60,661 New	60,661 $4.27 Million

Others Institutions Holding SCHB

# of Institutions

1,179

Shares Held

166M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Jnba Financial Advisors Schwab Strategic Tr Us Broad M Transaction History