Montag A & Associates Inc Schwab Strategic Tr Us Broad M Transaction History

Montag A & Associates Inc

  • $2.08 Billion
  • Q4 2024

A detailed history of Montag A & Associates Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Montag A & Associates Inc holds 3,776 shares of SCHB stock, worth $88,207. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,776
Previous 1,254 201.12%
Holding current value
$88,207
Previous $83,000 2.41%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 30, 2025
BUY
$22.01 - $66.82 $55,509 - $168,520
2,522 Added 201.12%
3,776 $85,000
Q3 2024

Nov 05, 2024
BUY
$59.93 - $66.52 $419 - $465
7 Added 0.56%
1,254 $83,000
Q1 2024

May 07, 2024
BUY
$54.61 - $61.05 $218 - $244
4 Added 0.32%
1,247 $76,000
Q4 2023

Feb 07, 2024
BUY
$47.61 - $55.91 $238 - $279
5 Added 0.4%
1,243 $69,000
Q3 2023

Nov 09, 2023
BUY
$49.59 - $53.57 $247 - $267
5 Added 0.41%
1,238 $61,000
Q2 2023

Aug 09, 2023
BUY
$47.08 - $51.7 $235 - $258
5 Added 0.41%
1,233 $63,000
Q1 2023

May 11, 2023
BUY
$44.47 - $49.23 $177 - $196
4 Added 0.33%
1,228 $58,000
Q4 2022

Feb 02, 2023
BUY
$41.94 - $47.81 $51,334 - $58,519
1,224 New
1,224 $54,000

Others Institutions Holding SCHB

# of Institutions
1,200
Shares Held
279M
Call Options Held
191K
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
Track This Portfolio

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc 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 Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email