Schaeffer Financial LLC Schwab Strategic Tr Us Broad M Transaction History

Schaeffer Financial LLC

  • $94.3 Million
  • Q1 2024

A detailed history of Schaeffer Financial LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Schaeffer Financial LLC holds 286,441 shares of SCHB stock, worth $18.3 Million. This represents 18.55% of its overall portfolio holdings.

Number of Shares
286,441
Previous 286,521 0.03%
Holding current value
$18.3 Million
Previous $16 Million 9.64%
% of portfolio
18.55%
Previous 16.89%

Shares

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

May 01, 2024
SELL
$54.61 - $61.05 $4,368 - $4,884
-80 Reduced 0.03%
286,441 $17.5 Million
Q4 2023

Feb 09, 2024
BUY
$47.61 - $55.91 $2.12 Million - $2.49 Million
44,451 Added 18.36%
286,521 $16 Million
Q3 2022

Nov 03, 2022
BUY
N/A
7,176 Added 3.05%
242,070 $10.2 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-216 Reduced 0.09%
234,894 $10.4 Million
Q1 2022

May 12, 2022
BUY
N/A
110,027 Added 87.96%
235,110 $12.6 Million
Q4 2021

Feb 07, 2022
BUY
N/A
125,083 New
125,083 $14.1 Million

Others Institutions Holding SCHB

# of Institutions
1,126
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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