Main Street Financial Solutions, LLC Schwab Strategic Tr Us Broad M Transaction History

Main Street Financial Solutions, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Main Street Financial Solutions, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Main Street Financial Solutions, LLC holds 111,697 shares of SCHB stock, worth $2.6 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
111,697
Previous 115,983 3.7%
Holding current value
$2.6 Million
Previous $7.29 Million 1.91%
% of portfolio
0.67%
Previous 0.67%

Shares

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

Nov 05, 2024
SELL
$59.93 - $66.52 $256,859 - $285,104
-4,286 Reduced 3.7%
111,697 $7.43 Million
Q2 2024

Aug 07, 2024
SELL
$57.57 - $63.3 $7,023 - $7,722
-122 Reduced 0.11%
115,983 $7.29 Million
Q1 2024

Apr 22, 2024
BUY
$54.61 - $61.05 $216,474 - $242,002
3,964 Added 3.53%
116,105 $7.09 Million
Q4 2023

Feb 08, 2024
BUY
$47.61 - $55.91 $25,661 - $30,135
539 Added 0.48%
112,141 $6.24 Million
Q3 2023

Nov 02, 2023
BUY
$49.59 - $53.57 $117,677 - $127,121
2,373 Added 2.17%
111,602 $5.56 Million
Q2 2023

Aug 04, 2023
BUY
$47.08 - $51.7 $9,792 - $10,753
208 Added 0.19%
109,229 $5.65 Million
Q1 2023

Apr 20, 2023
SELL
$44.47 - $49.23 $931,290 - $1.03 Million
-20,942 Reduced 16.11%
109,021 $5.22 Million
Q4 2022

Feb 07, 2023
BUY
$41.94 - $47.81 $5.45 Million - $6.21 Million
129,963 New
129,963 $5.82 Million
Q3 2022

Oct 24, 2022
SELL
$41.99 - $50.63 $2.27 Million - $2.74 Million
-54,054 Reduced 31.6%
117,019 $4.91 Million
Q2 2022

Jul 27, 2022
BUY
$42.93 - $53.98 $1.8 Million - $2.27 Million
41,997 Added 32.54%
171,073 $7.56 Million
Q1 2022

Apr 22, 2022
BUY
$49.15 - $56.85 $2.99 Million - $3.46 Million
60,797 Added 89.04%
129,076 $6.89 Million
Q4 2021

Feb 08, 2022
SELL
$51.87 - $56.86 $157,684 - $172,854
-3,040 Reduced 4.26%
68,279 $7.72 Million
Q3 2021

Nov 15, 2021
SELL
$51.32 - $54.83 $286,878 - $306,499
-5,590 Reduced 7.27%
71,319 $7.41 Million
Q2 2021

Aug 10, 2021
SELL
$48.92 - $52.14 $59,095 - $62,985
-1,208 Reduced 1.55%
76,909 $8.02 Million
Q1 2021

May 17, 2021
BUY
$44.89 - $48.81 $395,660 - $430,211
8,814 Added 12.72%
78,117 $7.56 Million
Q4 2020

Mar 01, 2021
BUY
$39.03 - $45.5 $2.7 Million - $3.15 Million
69,303 New
69,303 $6.31 Million

Others Institutions Holding SCHB

# of Institutions
1,183
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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