Socha Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Socha Financial Group, LLC

$213 Billion
Q4 2024

A detailed history of Socha Financial Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Socha Financial Group, LLC holds 3,100,980 shares of SCHB stock, worth $72.5 Million. This represents 33.0% of its overall portfolio holdings.

Number of Shares

3,100,980

Previous 1,032,598 200.31%

Holding current value

$72.5 Million

Previous $68.7 Billion 2.48%

% of portfolio

33.0%

Previous 29.8%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$22.01 - $66.82 $45.5 Million - $138 Million	2,068,382 Added 200.31%	3,100,980 $70.4 Billion
Q3 2024 Oct 30, 2024	BUY	$59.93 - $66.52 $1.26 Million - $1.4 Million	21,008 Added 2.08%	1,032,598 $68.7 Billion
Q2 2024 Jul 31, 2024	BUY	$57.57 - $63.3 $1.09 Million - $1.2 Million	18,991 Added 1.91%	1,011,590 $63.6 Billion
Q1 2024 May 09, 2024	BUY	$54.61 - $61.05 $141,767 - $158,485	2,596 Added 0.26%	992,599 $60.6 Billion
Q4 2023 Feb 01, 2024	SELL	$47.61 - $55.91 $273,281 - $320,923	-5,740 Reduced 0.58%	990,003 $55.1 Billion
Q3 2023 Oct 31, 2023	BUY	$49.59 - $53.57 $2.3 Million - $2.49 Million	46,394 Added 4.89%	995,743 $49.6 Billion
Q2 2023 Jul 28, 2023	BUY	$47.08 - $51.7 $2.03 Million - $2.23 Million	43,184 Added 4.77%	949,349 $49.1 Billion
Q1 2023 Apr 26, 2023	BUY	$44.47 - $49.23 $276,158 - $305,718	6,210 Added 0.69%	906,165 $43.4 Billion
Q4 2022 Mar 17, 2023	BUY	$41.94 - $47.81 $934,590 - $1.07 Million	22,284 Added 2.54%	899,955 $40.3 Billion
Q3 2022 Mar 17, 2023	BUY	$41.99 - $50.63 $452,568 - $545,690	10,778 Added 1.24%	877,671 $36.9 Billion
Q2 2022 Mar 17, 2023	SELL	$42.93 - $53.98 $241,695 - $303,907	-5,630 Reduced 0.65%	866,893 $38.3 Billion
Q1 2022 Mar 17, 2023	BUY	$49.15 - $56.85 $21.4 Million - $24.7 Million	434,616 Added 99.25%	872,523 $46.6 Billion
Q4 2021 Mar 17, 2023	BUY	$51.87 - $56.86 $22.7 Million - $24.9 Million	437,907 New	437,907 $49.5 Billion

Others Institutions Holding SCHB

# of Institutions

1,249

Shares Held

385M

Call Options Held

191K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Socha Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History