A detailed history of Northwest Capital Management Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Northwest Capital Management Inc holds 20,246 shares of SCHB stock, worth $470,314. This represents 0.5% of its overall portfolio holdings.

Number of Shares
20,246
Previous 20,246 -0.0%
Holding current value
$470,314
Previous $1.35 Million -0.0%
% of portfolio
0.5%
Previous 0.49%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

SELL
$57.57 - $63.3 $260,101 - $285,989
-4,518 Reduced 18.24%
20,246 $1.27 Million
Q1 2023

May 03, 2023

SELL
$44.47 - $49.23 $18,232 - $20,184
-410 Reduced 1.63%
24,764 $1.18 Million
Q3 2022

Nov 07, 2022

SELL
$41.99 - $50.63 $4,115 - $4,961
-98 Reduced 0.39%
25,174 $1.06 Million
Q1 2022

May 10, 2022

BUY
$49.15 - $56.85 $616,734 - $713,353
12,548 Added 98.62%
25,272 $1.35 Million
Q4 2021

Feb 07, 2022

SELL
$51.87 - $56.86 $85,066 - $93,250
-1,640 Reduced 11.42%
12,724 $1.35 Million
Q3 2021

Oct 25, 2021

BUY
$51.32 - $54.83 $4,875 - $5,208
95 Added 0.67%
14,364 $1.58 Million
Q2 2021

Aug 02, 2021

BUY
$48.92 - $52.14 $81,696 - $87,073
1,670 Added 13.26%
14,269 $1.52 Million
Q1 2021

May 10, 2021

BUY
$44.89 - $48.81 $3,770 - $4,100
84 Added 0.67%
12,599 $1.22 Million
Q3 2020

Nov 10, 2020

BUY
$36.93 - $42.52 $28,473 - $32,782
771 Added 6.57%
12,515 $997,000
Q2 2020

Jul 24, 2020

BUY
$28.84 - $38.49 $48,508 - $64,740
1,682 Added 16.72%
11,744 $863,000
Q1 2020

May 11, 2020

SELL
$26.18 - $40.44 $92,048 - $142,187
-3,516 Reduced 25.89%
10,062 $608,000
Q3 2019

Oct 23, 2019

SELL
$35.32 - $36.13 $25,571 - $26,158
-724 Reduced 5.06%
13,578 $964,000
Q2 2019

Aug 01, 2019

BUY
N/A
721 Added 5.31%
14,302 $1.01 Million
Q1 2019

May 07, 2019

SELL
N/A
-223 Reduced 1.62%
13,581 $924,000
Q3 2018

Oct 26, 2018

BUY
N/A
18 Added 0.13%
13,804 $972,000
Q2 2018

Aug 01, 2018

SELL
N/A
-30 Reduced 0.22%
13,786 $910,000
Q1 2018

May 02, 2018

SELL
N/A
-1,718 Reduced 11.06%
13,816 $881,000
Q4 2017

Feb 06, 2018

BUY
N/A
15,534
15,534 $1 Million

Others Institutions Holding SCHB

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