A detailed history of Silvercrest Asset Management Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Silvercrest Asset Management Group LLC holds 3,742 shares of SCHB stock, worth $82,735. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,742
Previous 7,484 50.0%
Holding current value
$82,735
Previous $470,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$57.57 - $63.3 $215,426 - $236,868
-3,742 Reduced 50.0%
3,742 $235,000
Q2 2024

Aug 14, 2024

BUY
$57.57 - $63.3 $215,426 - $236,868
3,742 Added 100.0%
7,484 $470,000
Q4 2023

Feb 14, 2024

BUY
$47.61 - $55.91 $178,156 - $209,215
3,742 New
3,742 $208,000
Q1 2022

May 16, 2022

SELL
$49.15 - $56.85 $96,776 - $111,937
-1,969 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$51.87 - $56.86 $363 - $398
7 Added 0.36%
1,969 $222,000
Q3 2021

Nov 15, 2021

BUY
$51.32 - $54.83 $100,689 - $107,576
1,962 New
1,962 $204,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Silvercrest Asset Management Group LLC Portfolio

Follow Silvercrest Asset Management Group 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 Silvercrest Asset Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silvercrest Asset Management Group LLC with notifications on news.