Olio Financial Planning Schwab Strategic Tr Us Broad M Transaction History

Olio Financial Planning

  • $250 Million
  • Q2 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 9,749 shares of SCHB stock, worth $620,231. This represents 0.24% of its overall portfolio holdings.

Number of Shares
9,749
Previous 9,873 1.26%
Holding current value
$620,231
Previous $602,000 1.66%
% of portfolio
0.24%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,145
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Olio Financial Planning Portfolio

Follow Olio Financial Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Olio Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Olio Financial Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email