Jones Financial Companies Lllp Schwab Strategic Tr Us Broad M Transaction History

Jones Financial Companies Lllp

  • $97.4 Billion
  • Q3 2024

A detailed history of Jones Financial Companies Lllp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Jones Financial Companies Lllp holds 67,519 shares of SCHB stock, worth $1.58 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
67,519
Previous 50,615 33.4%
Holding current value
$1.58 Million
Previous $3.18 Million 41.14%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$59.93 - $66.52 $1.01 Million - $1.12 Million
16,904 Added 33.4%
67,519 $4.49 Million
Q2 2024

Aug 14, 2024
BUY
$57.57 - $63.3 $1.2 Million - $1.32 Million
20,879 Added 70.21%
50,615 $3.18 Million
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $87,266 - $97,557
1,598 Added 5.68%
29,736 $1.82 Million
Q4 2023

Feb 13, 2024
BUY
$47.61 - $55.91 $112,645 - $132,283
2,366 Added 9.18%
28,138 $1.57 Million
Q3 2023

Nov 14, 2023
BUY
$49.59 - $53.57 $188,739 - $203,887
3,806 Added 17.33%
25,772 $1.28 Million
Q2 2023

Aug 09, 2023
BUY
$47.08 - $51.7 $197,453 - $216,829
4,194 Added 23.6%
21,966 $1.14 Million
Q1 2023

May 11, 2023
BUY
$44.47 - $49.23 $36,776 - $40,713
827 Added 4.88%
17,772 $850,000
Q4 2022

Feb 13, 2023
BUY
$41.94 - $47.81 $710,673 - $810,140
16,945 New
16,945 $759,000
Q2 2022

Aug 08, 2022
BUY
$42.93 - $53.98 $53,276 - $66,989
1,241 New
1,241 $55,000

Others Institutions Holding SCHB

# of Institutions
1,196
Shares Held
256M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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