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

Shepherd Financial Partners LLC

  • $761 Million
  • Q1 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 5,912 shares of SCHB stock, worth $376,062. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,912
Previous 5,894 0.31%
Holding current value
$376,062
Previous $328,000 9.76%
% of portfolio
0.05%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
2,915 Added 100.0%
5,830 $312,000
Q2 2021

Aug 16, 2021
SELL
N/A
-9 Reduced 0.31%
2,915 $304,000
Q1 2021

May 14, 2021
SELL
N/A
-3 Reduced 0.1%
2,924 $283,000
Q3 2020

Nov 16, 2020
BUY
N/A
24 Added 0.83%
2,927 $233,000
Q2 2020

Aug 05, 2020
BUY
N/A
2,903 New
2,903 $213,000
Q1 2020

May 07, 2020
SELL
N/A
-2,929 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
N/A
29 Added 1.0%
2,929 $225,000
Q3 2019

Nov 25, 2019
SELL
N/A
-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
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email