Ogorek Anthony Joseph Schwab Strategic Tr Us Broad M Transaction History

Ogorek Anthony Joseph

  • $324 Million
  • Q2 2025

A detailed history of Ogorek Anthony Joseph transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ogorek Anthony Joseph holds 604,777 shares of SCHB stock, worth $15.6 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares
604,777
Previous 908,303 33.42%
Holding current value
$15.6 Million
Previous $19.6 Million 26.31%
% of portfolio
4.45%
Previous 6.44%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$19.1 - $23.83 $5.8 Million - $7.23 Million
-303,526 Reduced 33.42%
604,777 $14.4 Million
Q1 2025

May 09, 2025
SELL
$21.23 - $23.75 $851,981 - $953,111
-40,131 Reduced 4.23%
908,303 $19.6 Million
Q4 2024

Jan 24, 2025
BUY
$22.01 - $66.82 $13.5 Million - $41 Million
613,578 Added 183.24%
948,434 $21.5 Million
Q3 2024

Nov 08, 2024
SELL
$59.93 - $66.52 $1.47 Million - $1.64 Million
-24,601 Reduced 6.84%
334,856 $22.3 Million
Q2 2024

Aug 08, 2024
SELL
$57.57 - $63.3 $535,285 - $588,563
-9,298 Reduced 2.52%
359,457 $22.6 Million
Q1 2024

May 03, 2024
SELL
$54.61 - $61.05 $393,683 - $440,109
-7,209 Reduced 1.92%
368,755 $22.5 Million
Q4 2023

Feb 09, 2024
BUY
$47.61 - $55.91 $920,110 - $1.08 Million
19,326 Added 5.42%
375,964 $20.9 Million
Q3 2023

Oct 19, 2023
BUY
$49.59 - $53.57 $677,052 - $731,391
13,653 Added 3.98%
356,638 $17.8 Million
Q2 2023

Aug 03, 2023
BUY
$47.08 - $51.7 $1.86 Million - $2.04 Million
39,457 Added 13.0%
342,985 $17.7 Million
Q1 2023

May 03, 2023
BUY
$44.47 - $49.23 $401,697 - $444,694
9,033 Added 3.07%
303,528 $14.5 Million
Q4 2022

Jan 30, 2023
SELL
$41.94 - $47.81 $331,997 - $378,463
-7,916 Reduced 2.62%
294,495 $13.2 Million
Q3 2022

Oct 20, 2022
SELL
$41.99 - $50.63 $176,861 - $213,253
-4,212 Reduced 1.37%
302,411 $12.7 Million
Q2 2022

Jul 21, 2022
SELL
$42.93 - $53.98 $2.76 Million - $3.47 Million
-64,370 Reduced 17.35%
306,623 $13.5 Million
Q1 2022

Apr 26, 2022
BUY
$49.15 - $56.85 $592,306 - $685,099
12,051 Added 3.36%
370,993 $19.8 Million
Q4 2021

Jan 18, 2022
BUY
$51.87 - $56.86 $462,317 - $506,793
8,913 Added 2.55%
358,942 $40.6 Million
Q3 2021

Oct 27, 2021
BUY
$51.32 - $54.83 $2.36 Million - $2.52 Million
46,046 Added 15.15%
350,029 $36.4 Million
Q2 2021

Jul 14, 2021
BUY
$48.92 - $52.14 $786,976 - $838,776
16,087 Added 5.59%
303,983 $31.7 Million
Q1 2021

Apr 26, 2021
BUY
$44.89 - $48.81 $10.4 Million - $11.3 Million
231,790 Added 413.13%
287,896 $27.8 Million
Q4 2020

Jan 20, 2021
BUY
$39.03 - $45.5 $262,710 - $306,260
6,731 Added 13.63%
56,106 $5.11 Million
Q3 2020

Nov 02, 2020
SELL
$36.93 - $42.52 $3,545 - $4,081
-96 Reduced 0.19%
49,375 $3.93 Million
Q2 2020

Aug 07, 2020
SELL
$28.84 - $38.49 $11.2 Million - $15 Million
-388,959 Reduced 88.72%
49,471 $3.63 Million
Q1 2020

Apr 10, 2020
SELL
$26.18 - $40.44 $623,817 - $963,604
-23,828 Reduced 5.15%
438,430 $26.5 Million
Q4 2019

Jan 21, 2020
BUY
$34.47 - $38.58 $364,727 - $408,214
10,581 Added 2.34%
462,258 $35.5 Million
Q3 2019

Oct 17, 2019
BUY
$35.32 - $36.13 $218,348 - $223,355
6,182 Added 1.39%
451,677 $32.1 Million
Q2 2019

Jul 15, 2019
SELL
N/A
-15,308 Reduced 3.32%
445,495 $31.4 Million
Q1 2019

Apr 08, 2019
BUY
N/A
8,491 Added 1.88%
460,803 $31.4 Million
Q4 2018

Jan 08, 2019
BUY
N/A
38,702 Added 9.36%
452,312 $27.1 Million
Q3 2018

Oct 17, 2018
BUY
N/A
30,106 Added 7.85%
413,610 $29.1 Million
Q2 2018

Jul 12, 2018
SELL
N/A
-79,975 Reduced 17.26%
383,504 $25.3 Million
Q1 2018

Apr 18, 2018
BUY
N/A
14,453 Added 3.22%
463,479 $29.6 Million
Q4 2017

Jan 22, 2018
BUY
N/A
11,561 Added 2.64%
449,026 $29 Million
Q3 2017

Oct 25, 2017
BUY
N/A
437,465
437,465 $26.6 Million

Others Institutions Holding SCHB

# of Institutions
1,351
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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