Ruggaard & Associates LLC Schwab Strategic Tr Us Broad M Transaction History

Ruggaard & Associates LLC

  • $210 Billion
  • Q1 2024

A detailed history of Ruggaard & Associates LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ruggaard & Associates LLC holds 4,480 shares of SCHB stock, worth $283,808. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,480
Previous 4,508 0.62%
Holding current value
$283,808
Previous $251 Million 8.98%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$54.61 - $61.05 $1,529 - $1,709
-28 Reduced 0.62%
4,480 $274 Million
Q4 2023

Feb 15, 2024
SELL
$47.61 - $55.91 $92,839 - $109,024
-1,950 Reduced 30.2%
4,508 $251 Million
Q3 2023

Nov 09, 2023
SELL
$49.59 - $53.57 $16,364 - $17,678
-330 Reduced 4.86%
6,458 $322 Million
Q1 2023

May 15, 2023
BUY
$44.47 - $49.23 $301,862 - $334,173
6,788 New
6,788 $325 Million

Others Institutions Holding SCHB

# of Institutions
1,129
Shares Held
162M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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