Northwest Financial Advisors Schwab Strategic Tr Us Broad M Transaction History

Northwest Financial Advisors

  • $121 Billion
  • Q4 2024

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 $209,539. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,860
Previous 3,005 194.84%
Holding current value
$209,539
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

# of Institutions
1,255
Shares Held
431M
Call Options Held
298K
Put Options Held
31.3K
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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