Sharkey, Howes & Javer Schwab Strategic Tr Us Broad M Transaction History

Sharkey, Howes & Javer

$654 Million
Q1 2025

A detailed history of Sharkey, Howes & Javer transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sharkey, Howes & Javer holds 365,157 shares of SCHB stock, worth $8.3 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

365,157

Previous 369,776 1.25%

Holding current value

$8.3 Million

Previous $8.39 Million 6.34%

% of portfolio

1.2%

Previous 1.24%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$21.23 - $23.75 $98,061 - $109,701	-4,619 Reduced 1.25%	365,157 $7.86 Million
Q4 2024 Feb 05, 2025	BUY	$22.01 - $66.82 $5.31 Million - $16.1 Million	241,221 Added 187.64%	369,776 $8.39 Million
Q3 2024 Oct 21, 2024	SELL	$59.93 - $66.52 $439,766 - $488,123	-7,338 Reduced 5.4%	128,555 $8.55 Million
Q2 2024 Jul 17, 2024	SELL	$57.57 - $63.3 $486,063 - $534,441	-8,443 Reduced 5.85%	135,893 $8.54 Million
Q1 2024 Apr 18, 2024	BUY	$54.61 - $61.05 $474,451 - $530,402	8,688 Added 6.4%	144,336 $8.81 Million
Q4 2023 Jan 19, 2024	BUY	$47.61 - $55.91 $108,836 - $127,810	2,286 Added 1.71%	135,648 $7.55 Million
Q3 2023 Oct 31, 2023	BUY	$49.59 - $53.57 $5.53 Million - $5.97 Million	111,431 Added 508.1%	133,362 $6.65 Million
Q2 2023 Jul 14, 2023	SELL	$47.08 - $51.7 $114,027 - $125,217	-2,422 Reduced 9.95%	21,931 $1.13 Million
Q1 2023 Apr 18, 2023	SELL	$44.47 - $49.23 $72,575 - $80,343	-1,632 Reduced 6.28%	24,353 $1.17 Million
Q4 2022 Jan 30, 2023	SELL	$41.94 - $47.81 $2.01 Million - $2.3 Million	-48,043 Reduced 64.9%	25,985 $1.16 Million
Q3 2022 Nov 02, 2022	BUY	$41.99 - $50.63 $2.13 Million - $2.56 Million	50,641 Added 216.53%	74,028 $3.11 Million
Q2 2022 Jul 27, 2022	SELL	$42.93 - $53.98 $130,678 - $164,315	-3,044 Reduced 11.52%	23,387 $1.03 Million
Q1 2022 Apr 25, 2022	BUY	$49.15 - $56.85 $604,545 - $699,255	12,300 Added 87.04%	26,431 $1.41 Million
Q2 2021 Jul 28, 2021	BUY	$48.92 - $52.14 $2,397 - $2,554	49 Added 0.35%	14,131 $1.47 Million
Q4 2020 Feb 04, 2021	SELL	$39.03 - $45.5 $46,484 - $54,190	-1,191 Reduced 7.8%	14,082 $1.28 Million
Q3 2020 Oct 21, 2020	SELL	$36.93 - $42.52 $35,231 - $40,564	-954 Reduced 5.88%	15,273 $1.22 Million
Q2 2020 Jul 22, 2020	SELL	$28.84 - $38.49 $6,027 - $8,044	-209 Reduced 1.27%	16,227 $1.19 Million
Q1 2020 Apr 24, 2020	SELL	$26.18 - $40.44 $67,230 - $103,849	-2,568 Reduced 13.51%	16,436 $993,000
Q4 2019 Jan 28, 2020	SELL	$34.47 - $38.58 $3.04 Million - $3.41 Million	-88,275 Reduced 82.29%	19,004 $1.46 Million
Q3 2019 Nov 01, 2019	SELL	$35.32 - $36.13 $244,767 - $250,380	-6,930 Reduced 6.07%	107,279 $7.62 Million
Q2 2019 Jul 24, 2019	BUY	N/A	3,738 Added 3.38%	114,209 $8.06 Million
Q1 2019 Apr 18, 2019	BUY	N/A	92,473 Added 513.8%	110,471 $7.52 Million
Q4 2018 Jan 25, 2019	BUY	N/A	13,296 Added 282.77%	17,998 $1.08 Million
Q3 2018 Oct 19, 2018	SELL	N/A	-903 Reduced 16.11%	4,702 $331,000
Q1 2018 Apr 26, 2018	SELL	N/A	-533 Reduced 8.68%	5,605 $357,000
Q4 2017 Feb 15, 2018	SELL	N/A	-234,661 Reduced 97.45%	6,138 $396,000
Q4 2017 Feb 14, 2018	BUY	N/A	233,709 Added 3296.32%	240,799 $12.3 Million
Q3 2017 Oct 11, 2017	BUY	N/A	7,090	7,090 $437,000

Others Institutions Holding SCHB

# of Institutions

1,293

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Sharkey, Howes & Javer Schwab Strategic Tr Us Broad M Transaction History