Sowell Financial Services LLC Schwab Strategic Tr Us Broad M Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$47.08 - $51.7 $149,573 - $164,250
3,177 Added 22.62%
17,219 $890,000
Q1 2023

May 12, 2023
SELL
$44.47 - $49.23 $14,452 - $15,999
-325 Reduced 2.26%
14,042 $671,000
Q4 2022

Feb 09, 2023
BUY
$41.94 - $47.81 $3,648 - $4,159
87 Added 0.61%
14,367 $644,000
Q3 2022

Nov 15, 2022
BUY
$41.99 - $50.63 $599,617 - $722,996
14,280 New
14,280 $600,000
Q1 2022

May 13, 2022
SELL
$49.15 - $56.85 $684,954 - $792,261
-13,936 Closed
0 $0
Q4 2021

Feb 09, 2022
SELL
$51.87 - $56.86 $72,618 - $79,604
-1,400 Reduced 9.13%
13,936 $1.58 Million
Q3 2021

Nov 04, 2021
SELL
$51.32 - $54.83 $190,037 - $203,035
-3,703 Reduced 19.45%
15,336 $1.59 Million
Q2 2021

Aug 05, 2021
SELL
$48.92 - $52.14 $740,404 - $789,138
-15,135 Reduced 44.29%
19,039 $1.99 Million
Q1 2021

May 07, 2021
BUY
$44.89 - $48.81 $49,603 - $53,935
1,105 Added 3.34%
34,174 $3.47 Million
Q4 2020

Jan 13, 2021
SELL
$39.03 - $45.5 $81,104 - $94,549
-2,078 Reduced 5.91%
33,069 $3.01 Million
Q3 2020

Nov 12, 2020
BUY
$36.93 - $42.52 $290,122 - $334,037
7,856 Added 28.79%
35,147 $2.8 Million
Q2 2020

Aug 13, 2020
BUY
$28.84 - $38.49 $165,022 - $220,239
5,722 Added 26.53%
27,291 $2.01 Million
Q1 2020

May 12, 2020
SELL
$26.18 - $40.44 $590,385 - $911,962
-22,551 Reduced 51.11%
21,569 $1.3 Million
Q4 2019

Feb 07, 2020
BUY
$34.47 - $38.58 $736,210 - $823,991
21,358 Added 93.83%
44,120 $0
Q3 2019

Nov 14, 2019
BUY
$35.32 - $36.13 $595,707 - $609,368
16,866 Added 286.06%
22,762 $1.62 Million
Q1 2019

May 15, 2019
SELL
N/A
-1,090 Reduced 15.6%
5,896 $0
Q4 2018

Mar 05, 2019
SELL
N/A
-13,163 Reduced 65.33%
6,986 $419,000
Q3 2018

Nov 13, 2018
BUY
N/A
20,149 New
20,149 $1.22 Million

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
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 Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email