A detailed history of Northwest Financial Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Northwest Financial Advisors holds 8,860 shares of SCHB stock, worth $206,969. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,860
Previous 3,005 194.84%
Holding current value
$206,969
Previous $200 Million 0.63%
% of portfolio
0.17%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$22.01 - $66.82 $128,868 - $391,231
5,855 Added 194.84%
8,860 $201 Million
Q3 2024

Nov 13, 2024

BUY
$59.93 - $66.52 $958 - $1,064
16 Added 0.54%
3,005 $200 Million
Q1 2024

May 09, 2024

BUY
$54.61 - $61.05 $436 - $488
8 Added 0.27%
2,989 $182 Million
Q4 2023

Feb 07, 2024

BUY
$47.61 - $55.91 $141,925 - $166,667
2,981 New
2,981 $166 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Northwest Financial Advisors Portfolio

Follow Northwest Financial Advisors 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 Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.