Klingman & Associates, LLC Schwab Strategic Tr Us Broad M Transaction History

Klingman & Associates, LLC

  • $1.48 Billion
  • Q2 2024

A detailed history of Klingman & Associates, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Klingman & Associates, LLC holds 5,610 shares of SCHB stock, worth $371,550. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,610
Previous 5,610 -0.0%
Holding current value
$371,550
Previous $342,000 2.92%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023
BUY
$44.47 - $49.23 $42,068 - $46,571
946 Added 20.28%
5,610 $268,000
Q4 2022

Feb 03, 2023
BUY
$41.94 - $47.81 $195,608 - $222,985
4,664 New
4,664 $208,000
Q1 2022

May 06, 2022
BUY
$49.15 - $56.85 $114,617 - $132,574
2,332 Added 100.0%
4,664 $249,000
Q1 2021

Apr 29, 2021
BUY
$44.89 - $48.81 $104,683 - $113,824
2,332 New
2,332 $226,000

Others Institutions Holding SCHB

# of Institutions
1,146
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
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