Operose Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Operose Advisors LLC

  • $300 Million
  • Q1 2025

A detailed history of Operose Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Operose Advisors LLC holds 85,453 shares of SCHB stock, worth $2.1 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
85,453
Previous 85,192 0.31%
Holding current value
$2.1 Million
Previous $1.93 Million 4.86%
% of portfolio
0.61%
Previous 0.66%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$21.23 - $23.75 $5,541 - $6,198
261 Added 0.31%
85,453 $1.84 Million
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $1.23 Million - $3.74 Million
56,021 Added 192.04%
85,192 $1.93 Million
Q3 2024

Nov 13, 2024
BUY
$59.93 - $66.52 $11,087 - $12,306
185 Added 0.64%
29,171 $1.94 Million
Q1 2024

May 13, 2024
BUY
$54.61 - $61.05 $4,805 - $5,372
88 Added 0.3%
28,986 $1.77 Million
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $181,346 - $212,961
3,809 Added 15.18%
28,898 $1.61 Million
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $4,711 - $5,089
95 Added 0.38%
25,089 $1.25 Million
Q2 2023

Aug 08, 2023
BUY
$47.08 - $51.7 $4,331 - $4,756
92 Added 0.37%
24,994 $1.29 Million
Q1 2023

May 09, 2023
BUY
$44.47 - $49.23 $4,224 - $4,676
95 Added 0.38%
24,902 $1.19 Million
Q4 2022

Feb 13, 2023
SELL
$41.94 - $47.81 $44,708 - $50,965
-1,066 Reduced 4.12%
24,807 $1.11 Million
Q3 2022

Nov 14, 2022
SELL
$41.99 - $50.63 $244,633 - $294,970
-5,826 Reduced 18.38%
25,873 $1.09 Million
Q2 2022

Aug 11, 2022
BUY
$42.93 - $53.98 $207,308 - $260,669
4,829 Added 17.97%
31,699 $1.4 Million
Q1 2022

May 12, 2022
BUY
$49.15 - $56.85 $722,160 - $835,297
14,693 Added 120.66%
26,870 $1.44 Million
Q4 2021

Feb 14, 2022
BUY
$51.87 - $56.86 $631,620 - $692,384
12,177 New
12,177 $1.38 Million

Others Institutions Holding SCHB

# of Institutions
1,326
Shares Held
496M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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More about SCHB
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