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

Lake Street Advisors Group, LLC

  • $2.13 Billion
  • Q3 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 36,578 shares of SCHB stock, worth $863,240. This represents 0.11% of its overall portfolio holdings.

Number of Shares
36,578
Previous 36,578 -0.0%
Holding current value
$863,240
Previous $2.3 Million 5.83%
% of portfolio
0.11%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,190
Shares Held
231M
Call Options Held
172K
Put Options Held
20.7K
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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