Osterweis Capital Management Inc Schwab Strategic Tr Us Broad M Transaction History

Osterweis Capital Management Inc

  • $1.55 Billion
  • Q2 2024

A detailed history of Osterweis Capital Management Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Osterweis Capital Management Inc holds 48,062 shares of SCHB stock, worth $3.18 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
48,062
Previous 3,198 1402.88%
Holding current value
$3.18 Million
Previous $195,000 1449.23%
% of portfolio
0.2%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$57.57 - $63.3 $2.58 Million - $2.84 Million
44,864 Added 1402.88%
48,062 $3.02 Million
Q3 2023

Nov 14, 2023
SELL
$49.59 - $53.57 $73,393 - $79,283
-1,480 Reduced 31.64%
3,198 $159,000
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $114,961 - $132,972
2,339 Added 100.0%
4,678 $250,000
Q4 2020

Feb 12, 2021
BUY
$39.03 - $45.5 $91,291 - $106,424
2,339 New
2,339 $213,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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