Pacific Sun Financial Corp Schwab Strategic Tr Us Broad M Transaction History

Pacific Sun Financial Corp

  • $158 Million
  • Q2 2024

A detailed history of Pacific Sun Financial Corp transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pacific Sun Financial Corp holds 6,000 shares of SCHB stock, worth $397,380. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,000
Previous 6,000 -0.0%
Holding current value
$397,380
Previous $366,000 3.01%
% of portfolio
0.24%
Previous 0.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
SELL
$54.61 - $61.05 $8,737 - $9,768
-160 Reduced 2.6%
6,000 $366,000
Q1 2022

May 05, 2022
BUY
$49.15 - $56.85 $151,382 - $175,098
3,080 Added 100.0%
6,160 $329,000
Q3 2021

Nov 12, 2021
SELL
$51.32 - $54.83 $10,777 - $11,514
-210 Reduced 6.38%
3,080 $320,000
Q2 2020

Jul 20, 2020
BUY
$28.84 - $38.49 $94,883 - $126,632
3,290 New
3,290 $242,000
Q1 2020

May 07, 2020
SELL
$26.18 - $40.44 $82,728 - $127,790
-3,160 Closed
0 $0
Q2 2019

Aug 14, 2019
BUY
N/A
150 Added 4.98%
3,160 $223,000
Q2 2018

Aug 14, 2018
BUY
N/A
3,010 New
3,010 $209,000

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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