Olio Financial Planning Schwab Strategic Tr Us Broad M Transaction History

Olio Financial Planning

  • $284 Million
  • Q4 2024

A detailed history of Olio Financial Planning transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Olio Financial Planning holds 25,676 shares of SCHB stock, worth $595,169. This represents 0.2% of its overall portfolio holdings.

Number of Shares
25,676
Previous 9,873 160.06%
Holding current value
$595,169
Previous $656,000 11.28%
% of portfolio
0.2%
Previous 0.25%

Shares

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

Jan 21, 2025
BUY
$22.01 - $66.82 $347,824 - $1.06 Million
15,803 Added 160.06%
25,676 $582,000
Q3 2024

Oct 15, 2024
BUY
$59.93 - $66.52 $7,431 - $8,248
124 Added 1.27%
9,873 $656,000
Q2 2024

Jul 12, 2024
SELL
$57.57 - $63.3 $7,138 - $7,849
-124 Reduced 1.26%
9,749 $612,000
Q3 2023

Oct 19, 2023
BUY
$49.59 - $53.57 $6,198 - $6,696
125 Added 1.28%
9,873 $492,000
Q2 2023

Jul 13, 2023
BUY
$47.08 - $51.7 $458,935 - $503,971
9,748 New
9,748 $503,000

Others Institutions Holding SCHB

# of Institutions
1,260
Shares Held
444M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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