Smith Chas P & Associates Pa Cpas Schwab Strategic Tr Us Broad M Transaction History

Smith Chas P & Associates Pa Cpas

$1.74 Billion
Q4 2024

A detailed history of Smith Chas P & Associates Pa Cpas transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 10,590 shares of SCHB stock, worth $248,653. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,590

Previous 3,530 200.0%

Holding current value

$248,653

Previous $234,000 2.56%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.01 - $66.82 $155,390 - $471,749	7,060 Added 200.0%	10,590 $240,000
Q3 2024 Oct 11, 2024	SELL	$59.93 - $66.52 $7,191 - $7,982	-120 Reduced 3.29%	3,530 $234,000
Q4 2023 Feb 01, 2024	SELL	$47.61 - $55.91 $80,937 - $95,047	-1,700 Reduced 31.78%	3,650 $203,000
Q3 2023 Nov 02, 2023	BUY	$49.59 - $53.57 $265,306 - $286,599	5,350 New	5,350 $267,000
Q1 2022 May 12, 2022	SELL	$49.15 - $56.85 $100,757 - $116,542	-2,050 Closed	0 $0
Q2 2021 Jul 23, 2021	SELL	$48.92 - $52.14 $1,223 - $1,303	-25 Reduced 1.2%	2,050 $214,000
Q1 2021 May 11, 2021	BUY	$44.89 - $48.81 $93,146 - $101,280	2,075 New	2,075 $201,000

Others Institutions Holding SCHB

# of Institutions

1,210

Shares Held

315M

Call Options Held

191K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Smith Chas P & Associates Pa Cpas Schwab Strategic Tr Us Broad M Transaction History