Staley Capital Advisers Inc Schwab Strategic Tr Us Broad M Transaction History

Staley Capital Advisers Inc

  • $2.12 Billion
  • Q1 2024

A detailed history of Staley Capital Advisers Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Staley Capital Advisers Inc holds 21,867 shares of SCHB stock, worth $1.37 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,867
Previous 21,923 0.26%
Holding current value
$1.37 Million
Previous $1.22 Million 9.34%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 06, 2024
SELL
$54.61 - $61.05 $3,058 - $3,418
-56 Reduced 0.26%
21,867 $1.33 Million
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $809 - $950
17 Added 0.08%
21,923 $1.22 Million
Q3 2023

Nov 14, 2023
SELL
$49.59 - $53.57 $4,165 - $4,499
-84 Reduced 0.38%
21,906 $1.09 Million
Q2 2023

Aug 15, 2023
SELL
$47.08 - $51.7 $3,013 - $3,308
-64 Reduced 0.29%
21,990 $1.14 Million
Q1 2023

May 10, 2023
SELL
$44.47 - $49.23 $371,457 - $411,218
-8,353 Reduced 27.47%
22,054 $1.06 Million
Q4 2022

Feb 14, 2023
BUY
$43.88 - $47.81 $789 - $860
18 Added 0.06%
30,407 $1.36 Million
Q3 2022

Nov 14, 2022
BUY
N/A
30,389 New
30,389 $1.28 Million
Q2 2022

Aug 05, 2022
BUY
N/A
16 Added 0.05%
30,960 $1.37 Million
Q1 2022

May 12, 2022
BUY
N/A
15,069 Added 94.92%
30,944 $1.65 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-93 Reduced 0.58%
15,875 $1.79 Million
Q3 2021

Nov 05, 2021
SELL
N/A
-60 Reduced 0.37%
15,968 $1.66 Million
Q2 2021

Aug 09, 2021
SELL
N/A
-496 Reduced 3.0%
16,028 $1.67 Million
Q1 2021

May 06, 2021
SELL
N/A
-1,071 Reduced 6.09%
16,524 $1.6 Million
Q4 2020

Feb 08, 2021
SELL
N/A
-194 Reduced 1.09%
17,595 $1.6 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-2,290 Reduced 11.4%
17,789 $1.42 Million
Q2 2020

Aug 07, 2020
SELL
N/A
-2,512 Reduced 11.12%
20,079 $1.48 Million
Q1 2020

May 08, 2020
BUY
N/A
1,201 Added 5.61%
22,591 $1.37 Million
Q4 2019

Feb 04, 2020
BUY
N/A
130 Added 0.61%
21,390 $1.64 Million
Q3 2019

Nov 08, 2019
BUY
N/A
333 Added 1.59%
21,260 $1.51 Million
Q2 2019

Aug 09, 2019
BUY
N/A
11 Added 0.05%
20,927 $1.48 Million
Q1 2019

May 10, 2019
BUY
N/A
70 Added 0.34%
20,916 $1.42 Million
Q4 2018

Feb 05, 2019
BUY
N/A
840 Added 4.2%
20,846 $1.25 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-800 Reduced 3.85%
20,006 $1.41 Million
Q2 2018

Aug 08, 2018
SELL
N/A
-485 Reduced 2.28%
20,806 $1.37 Million
Q1 2018

May 09, 2018
SELL
N/A
-456 Reduced 2.1%
21,291 $1.36 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-5 Reduced 0.02%
21,747 $1.4 Million
Q3 2017

Nov 09, 2017
SELL
N/A
-1,100 Reduced 4.81%
21,752 $1.33 Million
Q2 2017

Aug 14, 2017
BUY
N/A
22,852
22,852 $1.34 Million

Others Institutions Holding SCHB

# of Institutions
1,121
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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