Moseley Investment Management Inc Schwab Strategic Tr Us Broad M Transaction History

Moseley Investment Management Inc

  • $245 Million
  • Q3 2024

A detailed history of Moseley Investment Management Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Moseley Investment Management Inc holds 5,492 shares of SCHB stock, worth $125,492. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,492
Previous 5,492 -0.0%
Holding current value
$125,492
Previous $345,000 5.8%
% of portfolio
0.15%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024
SELL
$47.61 - $55.91 $2,856 - $3,354
-60 Reduced 1.08%
5,492 $305,000
Q2 2023

Jul 06, 2023
BUY
$47.08 - $51.7 $9,416 - $10,340
200 Added 3.74%
5,552 $287,000
Q1 2023

May 03, 2023
SELL
$44.47 - $49.23 $16,187 - $17,919
-364 Reduced 6.37%
5,352 $256,000
Q2 2022

Jul 15, 2022
BUY
$42.93 - $53.98 $245,387 - $308,549
5,716 New
5,716 $253,000

Others Institutions Holding SCHB

# of Institutions
1,184
Shares Held
169M
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
Track This Portfolio

Track Moseley Investment Management Inc Portfolio

Follow Moseley Investment Management 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 Moseley Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moseley Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email