A detailed history of Momentum Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Momentum Advisors, LLC holds 16,555 shares of SCHB stock, worth $384,572. This represents 0.77% of its overall portfolio holdings.

Number of Shares
16,555
Previous 17,575 5.8%
Holding current value
$384,572
Previous $738,000 0.41%
% of portfolio
0.77%
Previous 0.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

SELL
$41.94 - $47.81 $42,778 - $48,766
-1,020 Reduced 5.8%
16,555 $741,000
Q3 2022

Nov 10, 2022

BUY
$41.99 - $50.63 $43,081 - $51,946
1,026 Added 6.2%
17,575 $738,000
Q2 2022

Jul 22, 2022

BUY
$42.93 - $53.98 $710,448 - $893,315
16,549 New
16,549 $731,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Momentum Advisors, LLC Portfolio

Follow Momentum Advisors, 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 Momentum Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Momentum Advisors, LLC with notifications on news.