Olio Financial Planning Schwab Strategic Tr Us Broad M Transaction History

Olio Financial Planning

  • $317 Million
  • Q2 2025

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 24,782 shares of SCHB stock, worth $624,506. This represents 0.19% of its overall portfolio holdings.

Number of Shares
24,782
Previous 24,783 0.0%
Holding current value
$624,506
Previous $531,000 11.11%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Jul 09, 2025
SELL
$19.1 - $23.83 $19 - $23
-1 Reduced -0.0%
24,782 $590,000
Q1 2025

Apr 11, 2025
SELL
$21.23 - $23.75 $18,958 - $21,208
-893 Reduced 3.48%
24,783 $531,000
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
1,350
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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