My Personal Cfo, LLC Schwab Strategic Tr Us Broad M Transaction History

My Personal Cfo, LLC

  • $184 Million
  • Q4 2024

A detailed history of My Personal Cfo, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, My Personal Cfo, LLC holds 25,184 shares of SCHB stock, worth $560,092. This represents 0.31% of its overall portfolio holdings.

Number of Shares
25,184
Previous 8,388 200.24%
Holding current value
$560,092
Previous $557,000 2.51%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Jan 24, 2025
BUY
$22.01 - $66.82 $369,679 - $1.12 Million
16,796 Added 200.24%
25,184 $571,000
Q3 2024

Oct 21, 2024
BUY
$59.93 - $66.52 $779 - $864
13 Added 0.16%
8,388 $557,000
Q2 2024

Jul 25, 2024
BUY
$57.57 - $63.3 $114,391 - $125,777
1,987 Added 31.11%
8,375 $526,000
Q4 2023

Jan 22, 2024
BUY
$47.61 - $55.91 $304,132 - $357,153
6,388 New
6,388 $355,000

Others Institutions Holding SCHB

# of Institutions
1,263
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
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 My Personal Cfo, LLC Portfolio

Follow My Personal Cfo, 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 My Personal Cfo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Personal Cfo, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email