Smith, Salley & Associates Schwab Strategic Tr Us Broad M Transaction History

Smith, Salley & Associates

  • $1.25 Billion
  • Q1 2024

A detailed history of Smith, Salley & Associates transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Smith, Salley & Associates holds 17,794 shares of SCHB stock, worth $1.13 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
17,794
Previous 17,910 0.65%
Holding current value
$1.13 Million
Previous $997,000 8.93%
% of portfolio
0.09%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$54.61 - $61.05 $6,334 - $7,081
-116 Reduced 0.65%
17,794 $1.09 Million
Q4 2023

Jan 24, 2024
SELL
$47.61 - $55.91 $32,517 - $38,186
-683 Reduced 3.67%
17,910 $997,000
Q1 2023

May 03, 2023
SELL
$44.47 - $49.23 $44,470 - $49,230
-1,000 Reduced 5.1%
18,593 $889,000
Q1 2022

May 10, 2022
BUY
N/A
9,794 Added 99.95%
19,593 $1.05 Million
Q4 2020

Jan 28, 2021
BUY
N/A
4,693 Added 91.91%
9,799 $892,000
Q2 2019

Jul 12, 2019
BUY
N/A
5,106 New
5,106 $360,000

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
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More about SCHB
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