Newman & Schimel, LLC Schwab Strategic Tr Us Broad M Transaction History

Newman & Schimel, LLC

  • $221 Million
  • Q4 2022

A detailed history of Newman & Schimel, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Newman & Schimel, LLC holds 101,386 shares of SCHB stock, worth $2.24 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
101,386
Previous 94,875 6.86%
Holding current value
$2.24 Million
Previous $3.98 Million 14.03%
% of portfolio
2.06%
Previous 1.97%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023
BUY
$41.94 - $47.81 $273,071 - $311,290
6,511 Added 6.86%
101,386 $0
Q3 2022

Oct 25, 2022
BUY
$41.99 - $50.63 $1.43 Million - $1.72 Million
34,032 Added 55.93%
94,875 $3.98 Million
Q2 2022

Jul 14, 2022
BUY
$42.93 - $53.98 $6,954 - $8,744
162 Added 0.27%
60,843 $2.69 Million
Q1 2022

Apr 15, 2022
BUY
$49.15 - $56.85 $1.91 Million - $2.21 Million
38,834 Added 177.75%
60,681 $3.24 Million
Q4 2021

Jan 18, 2022
BUY
$51.87 - $56.86 $355,413 - $389,604
6,852 Added 45.7%
21,847 $2.47 Million
Q3 2021

Oct 07, 2021
BUY
$51.32 - $54.83 $109,978 - $117,500
2,143 Added 16.67%
14,995 $1.56 Million
Q2 2021

Jul 06, 2021
SELL
$48.92 - $52.14 $46,963 - $50,054
-960 Reduced 6.95%
12,852 $1.34 Million
Q1 2021

Apr 08, 2021
BUY
$44.89 - $48.81 $334,969 - $364,220
7,462 Added 117.51%
13,812 $1.34 Million
Q4 2020

Jan 21, 2021
BUY
$39.03 - $45.5 $247,840 - $288,925
6,350 New
6,350 $578,000

Others Institutions Holding SCHB

# of Institutions
1,159
Shares Held
168M
Call Options Held
197K
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
Track This Portfolio

Track Newman & Schimel, LLC Portfolio

Follow Newman & Schimel, 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 Newman & Schimel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Newman & Schimel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email