Per Stirling Capital Management, Llc. Schwab Strategic Tr Us Broad M Transaction History

Per Stirling Capital Management, Llc.

  • $621 Billion
  • Q2 2024

A detailed history of Per Stirling Capital Management, Llc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Per Stirling Capital Management, Llc. holds 5,233 shares of SCHB stock, worth $340,458. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,233
Previous 4,513 15.95%
Holding current value
$340,458
Previous $276 Million 19.41%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 13, 2024
BUY
$57.57 - $63.3 $41,450 - $45,576
720 Added 15.95%
5,233 $329 Million
Q3 2023

Nov 14, 2023
SELL
$49.59 - $53.57 $13,190 - $14,249
-266 Reduced 5.57%
4,513 $225 Million
Q2 2023

Aug 11, 2023
SELL
$47.08 - $51.7 $6,732 - $7,393
-143 Reduced 2.91%
4,779 $247 Million
Q1 2023

May 12, 2023
SELL
$44.47 - $49.23 $13,252 - $14,670
-298 Reduced 5.71%
4,922 $236 Million
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $218,926 - $249,568
5,220 New
5,220 $234 Million

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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