Rtd Financial Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Rtd Financial Advisors, Inc.

$744 Million
Q2 2024

A detailed history of Rtd Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 48,849 shares of SCHB stock, worth $3.24 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

48,849

Previous 50,773 3.79%

Holding current value

$3.24 Million

Previous $3.1 Million 0.9%

% of portfolio

0.41%

Previous 0.42%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$57.57 - $63.3 $110,764 - $121,789	-1,924 Reduced 3.79%	48,849 $3.07 Million
Q1 2024 Apr 19, 2024	SELL	$54.61 - $61.05 $11,304 - $12,637	-207 Reduced 0.41%	50,773 $3.1 Million
Q4 2023 Jan 17, 2024	SELL	$47.61 - $55.91 $34,088 - $40,031	-716 Reduced 1.39%	50,980 $2.84 Million
Q3 2023 Oct 19, 2023	SELL	$49.59 - $53.57 $84,600 - $91,390	-1,706 Reduced 3.19%	51,696 $2.58 Million
Q2 2023 Jul 13, 2023	SELL	$47.08 - $51.7 $25,140 - $27,607	-534 Reduced 0.99%	53,402 $2.76 Million
Q1 2023 Apr 18, 2023	SELL	$44.47 - $49.23 $8,271 - $9,156	-186 Reduced 0.34%	53,936 $2.58 Million
Q4 2022 Jan 24, 2023	SELL	$41.94 - $47.81 $37,033 - $42,216	-883 Reduced 1.61%	54,122 $0
Q3 2022 Oct 12, 2022	SELL	$41.99 - $50.63 $37,077 - $44,706	-883 Reduced 1.58%	55,005 $2.31 Million
Q2 2022 Jul 21, 2022	SELL	$42.93 - $53.98 $9,101 - $11,443	-212 Reduced 0.38%	55,888 $2.47 Million
Q1 2022 May 03, 2022	BUY	$49.15 - $56.85 $1.36 Million - $1.57 Million	27,626 Added 97.02%	56,100 $3 Million
Q4 2021 May 02, 2022	BUY	$51.87 - $56.86 $1.48 Million - $1.62 Million	28,474 New	28,474 $3.22 Million

Others Institutions Holding SCHB

# of Institutions

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

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About SCHWAB STRATEGIC TR US BROAD M

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Rtd Financial Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History