Lake Street Advisors Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Lake Street Advisors Group, LLC

  • $2.12 Billion
  • Q4 2024

A detailed history of Lake Street Advisors Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 109,733 shares of SCHB stock, worth $2.5 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
109,733
Previous 36,578 200.0%
Holding current value
$2.5 Million
Previous $2.43 Million 2.34%
% of portfolio
0.12%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$22.01 - $66.82 $1.61 Million - $4.89 Million
73,155 Added 200.0%
109,733 $2.49 Million
Q4 2023

Feb 13, 2024
SELL
$47.61 - $55.91 $22,852 - $26,836
-480 Reduced 1.3%
36,578 $2.04 Million
Q3 2023

Nov 14, 2023
BUY
$49.59 - $53.57 $38,233 - $41,302
771 Added 2.12%
37,058 $1.85 Million
Q2 2023

Aug 10, 2023
BUY
$47.08 - $51.7 $6,261 - $6,876
133 Added 0.37%
36,287 $1.88 Million
Q1 2023

May 15, 2023
BUY
$44.47 - $49.23 $6,136 - $6,793
138 Added 0.38%
36,154 $1.73 Million
Q4 2022

Feb 13, 2023
BUY
$41.94 - $47.81 $6,752 - $7,697
161 Added 0.45%
36,016 $1.61 Million
Q3 2022

Nov 14, 2022
BUY
$41.99 - $50.63 $6,508 - $7,847
155 Added 0.43%
35,855 $1.51 Million
Q2 2022

Aug 02, 2022
BUY
$42.93 - $53.98 $5,967 - $7,503
139 Added 0.39%
35,700 $1.58 Million
Q1 2022

May 11, 2022
BUY
$49.15 - $56.85 $876,393 - $1.01 Million
17,831 Added 100.57%
35,561 $1.9 Million
Q4 2021

Feb 15, 2022
BUY
$51.87 - $56.86 $3,475 - $3,809
67 Added 0.38%
17,730 $2 Million
Q3 2021

Nov 15, 2021
BUY
$51.32 - $54.83 $906,465 - $968,462
17,663 New
17,663 $1.84 Million

Others Institutions Holding SCHB

# of Institutions
1,290
Shares Held
487M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Lake Street Advisors Group, LLC Portfolio

Follow Lake Street Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Street Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email