Pathstone Family Office, LLC Schwab Strategic Tr Us Broad M Transaction History

Pathstone Family Office, LLC

  • $15.6 Billion
  • Q3 2023

A detailed history of Pathstone Family Office, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pathstone Family Office, LLC holds 32,560 shares of SCHB stock, worth $2.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
32,560
Holding current value
$2.07 Million
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
BUY
$49.59 - $53.57 $1.61 Million - $1.74 Million
32,560 New
32,560 $1.62 Million
Q2 2023

Jan 12, 2024
SELL
$47.08 - $51.7 $1.29 Million - $1.42 Million
-27,434 Reduced 84.26%
5,126 $265,000
Q1 2021

May 14, 2021
SELL
N/A
-5,665 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
N/A
5,665 New
5,665 $451,000
Q3 2019

Nov 13, 2019
SELL
N/A
-59 Closed
0 $0
Q2 2019

Aug 14, 2019
BUY
N/A
59 New
59 $4,000

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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