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

My Personal Cfo, LLC

  • $206 Million
  • Q2 2025

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 25,220 shares of SCHB stock, worth $651,684. This represents 0.29% of its overall portfolio holdings.

Number of Shares
25,220
Previous 25,203 0.07%
Holding current value
$651,684
Previous $542,000 10.7%
% of portfolio
0.29%
Previous 0.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$19.1 - $23.83 $324 - $405
17 Added 0.07%
25,220 $600,000
Q1 2025

Apr 23, 2025
BUY
$21.23 - $23.75 $403 - $451
19 Added 0.08%
25,203 $542,000
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
1,350
Shares Held
569M
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
  • Industry ETFs
More about SCHB
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