Parallel Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Parallel Advisors, LLC

  • $4.34 Billion
  • Q4 2024

A detailed history of Parallel Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Parallel Advisors, LLC holds 209,718 shares of SCHB stock, worth $4.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
209,718
Previous 69,797 200.47%
Holding current value
$4.5 Million
Previous $4.64 Million 2.54%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Feb 10, 2025
BUY
$22.01 - $66.82 $3.08 Million - $9.35 Million
139,921 Added 200.47%
209,718 $4.76 Million
Q3 2024

Nov 13, 2024
BUY
$59.93 - $66.52 $22,773 - $25,277
380 Added 0.55%
69,797 $4.64 Million
Q2 2024

Aug 08, 2024
SELL
$57.57 - $63.3 $91,593 - $100,710
-1,591 Reduced 2.24%
69,417 $4.36 Million
Q1 2024

May 06, 2024
BUY
$54.61 - $61.05 $159,188 - $177,960
2,915 Added 4.28%
71,008 $4.34 Million
Q4 2023

Feb 09, 2024
SELL
$47.61 - $55.91 $189,297 - $222,298
-3,976 Reduced 5.52%
68,093 $3.79 Million
Q3 2023

May 20, 2024
SELL
$49.59 - $53.57 $839,112 - $906,457
-16,921 Reduced 19.01%
72,069 $3.59 Million
Q3 2023

Nov 13, 2023
SELL
$49.59 - $53.57 $839,112 - $906,457
-16,921 Reduced 19.01%
72,069 $3.59 Million
Q2 2023

May 20, 2024
SELL
$47.08 - $51.7 $118,782 - $130,439
-2,523 Reduced 2.76%
88,990 $4.6 Million
Q2 2023

Aug 04, 2023
SELL
$47.08 - $51.7 $118,782 - $130,439
-2,523 Reduced 2.76%
88,990 $4.6 Million
Q1 2023

May 20, 2024
BUY
$44.47 - $49.23 $911,857 - $1.01 Million
20,505 Added 28.88%
91,513 $4.38 Million
Q1 2023

Apr 25, 2023
BUY
$44.47 - $49.23 $63,903 - $70,743
1,437 Added 1.6%
91,513 $4.38 Million
Q4 2022

Feb 03, 2023
SELL
$41.94 - $47.81 $73,353 - $83,619
-1,749 Reduced 1.9%
90,076 $4.04 Million
Q3 2022

Nov 10, 2022
BUY
$41.99 - $50.63 $67,729 - $81,666
1,613 Added 1.79%
91,825 $3.86 Million
Q2 2022

Aug 01, 2022
BUY
$42.93 - $53.98 $131,795 - $165,718
3,070 Added 3.52%
90,212 $3.99 Million
Q1 2022

Apr 28, 2022
BUY
$49.15 - $56.85 $1.93 Million - $2.23 Million
39,271 Added 82.04%
87,142 $4.72 Million
Q4 2021

Jan 20, 2022
SELL
$51.87 - $56.86 $282,795 - $310,000
-5,452 Reduced 10.22%
47,871 $5.41 Million
Q3 2021

Nov 02, 2021
BUY
$51.32 - $54.83 $193,014 - $206,215
3,761 Added 7.59%
53,323 $5.54 Million
Q2 2021

Aug 06, 2021
SELL
$48.92 - $52.14 $53,665 - $57,197
-1,097 Reduced 2.17%
49,562 $5.17 Million
Q1 2021

Apr 23, 2021
BUY
$44.89 - $48.81 $183,420 - $199,437
4,086 Added 8.77%
50,659 $4.9 Million
Q4 2020

Feb 02, 2021
BUY
$39.03 - $45.5 $694,343 - $809,445
17,790 Added 61.81%
46,573 $4.24 Million
Q3 2020

Oct 27, 2020
SELL
$36.93 - $42.52 $135,828 - $156,388
-3,678 Reduced 11.33%
28,783 $2.29 Million
Q2 2020

Jul 16, 2020
BUY
$28.84 - $38.49 $44,009 - $58,735
1,526 Added 4.93%
32,461 $2.38 Million
Q1 2020

Apr 27, 2020
BUY
$26.18 - $40.44 $77,623 - $119,904
2,965 Added 10.6%
30,935 $1.87 Million
Q4 2019

Jan 30, 2020
BUY
$34.47 - $38.58 $66,251 - $74,150
1,922 Added 7.38%
27,970 $2.15 Million
Q3 2019

Nov 01, 2019
BUY
$35.32 - $36.13 $173,244 - $177,217
4,905 Added 23.2%
26,048 $1.85 Million
Q2 2019

Aug 05, 2019
BUY
N/A
11,757 Added 125.26%
21,143 $1.49 Million
Q1 2019

May 01, 2019
BUY
N/A
6,734 Added 253.92%
9,386 $639,000
Q4 2018

Feb 05, 2019
SELL
N/A
-519 Reduced 16.37%
2,652 $158,000
Q3 2018

Nov 01, 2018
BUY
N/A
765 Added 31.8%
3,171 $223,000
Q2 2018

Jul 30, 2018
BUY
N/A
262 Added 12.22%
2,406 $158,000
Q1 2018

May 08, 2018
BUY
N/A
158 Added 7.96%
2,144 $137,000
Q4 2017

Feb 13, 2018
BUY
N/A
566 Added 39.86%
1,986 $128,000
Q3 2017

Nov 15, 2017
BUY
N/A
1,420 New
1,420 $89,000
Q3 2017

Nov 14, 2017
SELL
N/A
-1,859 Closed
0 $0
Q2 2017

Aug 07, 2017
BUY
N/A
1,859
1,859 $111,000

Others Institutions Holding SCHB

# of Institutions
1,269
Shares Held
484M
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
Track This Portfolio

Track Parallel Advisors, LLC Portfolio

Follow Parallel Advisors, LLC 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 Parallel Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Parallel Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email