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

Savvy Advisors, Inc.

  • $492 Billion
  • Q3 2024

A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Savvy Advisors, Inc. holds 10,009 shares of SCHB stock, worth $235,011. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,009
Previous 9,420 6.25%
Holding current value
$235,011
Previous $592 Million 12.42%
% of portfolio
0.14%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$59.93 - $66.52 $35,298 - $39,180
589 Added 6.25%
10,009 $666 Million
Q2 2024

Aug 14, 2024
SELL
$57.57 - $63.3 $1,208 - $1,329
-21 Reduced 0.22%
9,420 $592 Million
Q4 2023

Feb 08, 2024
BUY
$47.61 - $55.91 $449,486 - $527,846
9,441 New
9,441 $526 Million

Others Institutions Holding SCHB

# of Institutions
1,210
Shares Held
315M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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