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

Moseley Investment Management Inc

  • $282 Million
  • Q2 2025

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 16,476 shares of SCHB stock, worth $423,927. This represents 0.14% of its overall portfolio holdings.

Number of Shares
16,476
Previous 16,476 -0.0%
Holding current value
$423,927
Previous $353,000 11.05%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 14, 2025
BUY
$22.01 - $66.82 $241,757 - $733,950
10,984 Added 200.0%
16,476 $374,000
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
1,347
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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