Kalos Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Kalos Management, Inc.

  • $0
  • Q3 2023

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
SELL
$47.08 - $51.7 $288,882 - $317,231
-6,136 Reduced 5.28%
110,184 $5.7 Million
Q1 2023

May 05, 2023
BUY
$44.47 - $49.23 $1.02 Million - $1.13 Million
22,982 Added 24.62%
116,320 $5.57 Million
Q4 2022

Feb 27, 2023
SELL
$41.94 - $47.81 $383,667 - $437,365
-9,148 Reduced 8.93%
93,338 $4.18 Million
Q3 2022

Nov 21, 2022
SELL
$41.99 - $50.63 $141,212 - $170,268
-3,363 Reduced 3.18%
102,486 $4.54 Million
Q2 2022

Aug 12, 2022
SELL
$42.93 - $53.98 $530,400 - $666,922
-12,355 Reduced 10.45%
105,849 $4.96 Million
Q1 2022

Jun 21, 2022
BUY
$49.15 - $56.85 $1.18 Million - $1.37 Million
24,086 Added 25.59%
118,204 $5.68 Million
Q4 2021

Feb 03, 2022
BUY
$51.87 - $56.86 $48,290 - $52,936
931 Added 1.0%
94,118 $10.7 Million
Q3 2021

Nov 10, 2021
BUY
$51.32 - $54.83 $471,733 - $503,997
9,192 Added 10.94%
93,187 $10.5 Million
Q2 2021

Aug 11, 2021
SELL
$48.92 - $52.14 $453,537 - $483,389
-9,271 Reduced 9.94%
83,995 $8.99 Million
Q1 2021

May 13, 2021
BUY
$44.89 - $48.81 $999,745 - $1.09 Million
22,271 Added 31.37%
93,266 $9.36 Million
Q4 2020

Feb 11, 2021
BUY
$39.03 - $45.5 $24,393 - $28,437
625 Added 0.89%
70,995 $6.46 Million
Q3 2020

Nov 12, 2020
SELL
$36.93 - $42.52 $2.03 Million - $2.34 Million
-54,988 Reduced 43.86%
70,370 $6 Million
Q2 2020

Aug 13, 2020
BUY
$28.84 - $38.49 $1.02 Million - $1.36 Million
35,242 Added 39.11%
125,358 $10.1 Million
Q1 2020

May 13, 2020
SELL
$26.18 - $40.44 $388,877 - $600,695
-14,854 Reduced 14.15%
90,116 $6.23 Million
Q4 2019

Feb 13, 2020
SELL
$34.47 - $38.58 $64,872 - $72,607
-1,882 Reduced 1.76%
104,970 $8.45 Million
Q3 2019

Nov 14, 2019
BUY
$35.32 - $36.13 $140,291 - $143,508
3,972 Added 3.86%
106,852 $7.9 Million
Q2 2019

Aug 14, 2019
BUY
N/A
102,880 New
102,880 $7.3 Million
Q1 2019

May 15, 2019
SELL
N/A
-47,304 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
N/A
47,304 New
47,304 $3.49 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-47,304 Closed
0 $0
Q2 2018

Aug 14, 2018
SELL
N/A
-2,487 Reduced 4.99%
47,304 $3.26 Million
Q1 2018

May 14, 2018
SELL
N/A
-7,255 Reduced 12.72%
49,791 $3.29 Million
Q4 2017

Feb 14, 2018
BUY
N/A
57,046
57,046 $3.65 Million

Others Institutions Holding SCHB

# of Institutions
1,161
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
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