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

My Personal Cfo, LLC

  • $175 Million
  • Q2 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 8,375 shares of SCHB stock, worth $556,016. This represents 0.3% of its overall portfolio holdings.

Number of Shares
8,375
Previous 6,388 31.11%
Holding current value
$556,016
Previous $389,000 35.22%
% of portfolio
0.3%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
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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