Momentum Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Momentum Advisors, LLC

  • $96.6 Million
  • Q4 2022

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 $1.1 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
16,555
Previous 17,575 5.8%
Holding current value
$1.1 Million
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

# 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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