Re Dickinson Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Re Dickinson Investment Advisors, LLC

$1.77 Billion
Q4 2024

A detailed history of Re Dickinson Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Re Dickinson Investment Advisors, LLC holds 1,715 shares of SCHB stock, worth $44,126. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,715

Previous 570 200.88%

Holding current value

$44,126

Previous $37,000 951.35%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $25,201 - $76,508	1,145 Added 200.88%	1,715 $389,000
Q3 2024 Nov 13, 2024	BUY	$59.93 - $66.52 $119 - $133	2 Added 0.35%	570 $37,000
Q2 2024 Aug 09, 2024	BUY	$57.57 - $63.3 $115 - $126	2 Added 0.35%	568 $35,000
Q1 2024 May 08, 2024	BUY	$54.61 - $61.05 $873 - $976	16 Added 2.91%	566 $35,000
Q4 2023 Feb 13, 2024	BUY	$47.61 - $55.91 $1,142 - $1,341	24 Added 4.56%	550 $31,000
Q3 2023 Nov 14, 2023	BUY	$49.59 - $53.57 $991 - $1,071	20 Added 3.95%	526 $26,000
Q2 2023 Aug 14, 2023	BUY	$47.08 - $51.7 $1,883 - $2,068	40 Added 8.58%	506 $26,000
Q1 2023 May 10, 2023	BUY	$44.47 - $49.23 $933 - $1,033	21 Added 4.72%	466 $22,000
Q4 2022 Jan 31, 2023	BUY	$41.94 - $47.81 $1,006 - $1,147	24 Added 5.7%	445 $20,000
Q3 2022 Nov 02, 2022	BUY	$41.99 - $50.63 $839 - $1,012	20 Added 4.99%	421 $18,000
Q2 2022 Aug 11, 2022	BUY	$42.93 - $53.98 $558 - $701	13 Added 3.35%	401 $18,000
Q1 2022 May 09, 2022	BUY	$49.15 - $56.85 $9,977 - $11,540	203 Added 109.73%	388 $20.8 Million
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $9,595 - $10,519	185 New	185 $21,000

Others Institutions Holding SCHB

# of Institutions

1,348

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR US BROAD M

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Re Dickinson Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History