Optimum Investment Advisors Schwab Strategic Tr Us Broad M Transaction History

Optimum Investment Advisors

  • $222 Million
  • Q4 2024

A detailed history of Optimum Investment Advisors transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Optimum Investment Advisors holds 486 shares of SCHB stock, worth $11,265. This represents 0.0% of its overall portfolio holdings.

Number of Shares
486
Previous 162 200.0%
Holding current value
$11,265
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 11, 2025
BUY
$22.01 - $66.82 $7,131 - $21,649
324 Added 200.0%
486 $11,000
Q3 2024

Oct 16, 2024
BUY
$59.93 - $66.52 $9,708 - $10,776
162 New
162 $10,000
Q1 2022

Apr 08, 2022
BUY
$49.15 - $56.85 $124,447 - $143,944
2,532 Added 100.0%
5,064 $270,000
Q4 2019

Jan 22, 2020
SELL
$34.47 - $38.58 $29,230 - $32,715
-848 Reduced 25.09%
2,532 $195,000
Q3 2019

Oct 17, 2019
SELL
$35.32 - $36.13 $40,688 - $41,621
-1,152 Reduced 25.42%
3,380 $240,000
Q3 2017

Nov 21, 2017
BUY
N/A
4,532
4,532 $276,000

Others Institutions Holding SCHB

# of Institutions
1,261
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
  • Industry ETFs
More about SCHB
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