Shepherd Financial Partners LLC Schwab Strategic Tr Us Broad M Transaction History

Shepherd Financial Partners LLC

  • $826 Million
  • Q3 2024

A detailed history of Shepherd Financial Partners LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 5,924 shares of SCHB stock, worth $137,614. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,924
Previous 5,886 0.65%
Holding current value
$137,614
Previous $370,000 6.49%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 28, 2024
BUY
$59.93 - $66.52 $2,277 - $2,527
38 Added 0.65%
5,924 $394,000
Q2 2024

Aug 07, 2024
SELL
$57.57 - $63.3 $1,496 - $1,645
-26 Reduced 0.44%
5,886 $370,000
Q1 2024

Apr 22, 2024
BUY
$54.61 - $61.05 $982 - $1,098
18 Added 0.31%
5,912 $360,000
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $952 - $1,118
20 Added 0.34%
5,894 $328,000
Q3 2023

Nov 08, 2023
BUY
$49.59 - $53.57 $1,140 - $1,232
23 Added 0.39%
5,874 $292,000
Q2 2023

Aug 11, 2023
BUY
$47.08 - $51.7 $988 - $1,085
21 Added 0.36%
5,851 $302,000
Q1 2022

May 13, 2022
BUY
$49.15 - $56.85 $143,272 - $165,717
2,915 Added 100.0%
5,830 $312,000
Q2 2021

Aug 16, 2021
SELL
$48.92 - $52.14 $440 - $469
-9 Reduced 0.31%
2,915 $304,000
Q1 2021

May 14, 2021
SELL
$44.89 - $48.81 $134 - $146
-3 Reduced 0.1%
2,924 $283,000
Q3 2020

Nov 16, 2020
BUY
$36.93 - $42.52 $886 - $1,020
24 Added 0.83%
2,927 $233,000
Q2 2020

Aug 05, 2020
BUY
$28.84 - $38.49 $83,722 - $111,736
2,903 New
2,903 $213,000
Q1 2020

May 07, 2020
SELL
$26.18 - $40.44 $76,681 - $118,448
-2,929 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$34.47 - $38.58 $999 - $1,118
29 Added 1.0%
2,929 $225,000
Q3 2019

Nov 25, 2019
SELL
$35.32 - $36.13 $35 - $36
-1 Reduced 0.03%
2,900 $206,000
Q2 2019

Aug 05, 2019
BUY
N/A
2,901 New
2,901 $205,000

Others Institutions Holding SCHB

# of Institutions
1,179
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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