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 $539,944. This represents 0.31% of its overall portfolio holdings.

Number of Shares
25,184
Previous 8,388 200.24%
Holding current value
$539,944
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
1,270
Shares Held
484M
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
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