Olio Financial Planning Schwab Strategic Tr Us Broad M Transaction History

Olio Financial Planning

  • $267 Million
  • Q3 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 9,873 shares of SCHB stock, worth $229,152. This represents 0.25% of its overall portfolio holdings.

Number of Shares
9,873
Previous 9,749 1.27%
Holding current value
$229,152
Previous $612,000 7.19%
% of portfolio
0.25%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,185
Shares Held
194M
Call Options Held
172K
Put Options Held
20.7K
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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