Sterling Financial Planning, Inc. Schwab Strategic Tr Us Broad M Transaction History

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 3,183 shares of SCHB stock, worth $70,376. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,183
Holding current value
$70,376
% of portfolio
0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$59.93 - $66.52 $190,757 - $211,733
3,183 New
3,183 $211,000
Q1 2022

May 10, 2022
SELL
$49.15 - $56.85 $87,880 - $101,647
-1,788 Closed
0 $0
Q4 2021

Feb 02, 2022
BUY
$51.87 - $56.86 $363 - $398
7 Added 0.39%
1,788 $202,000
Q3 2021

Oct 28, 2021
BUY
$51.32 - $54.83 $256 - $274
5 Added 0.28%
1,781 $185,000
Q2 2021

Aug 02, 2021
BUY
$48.92 - $52.14 $293 - $312
6 Added 0.34%
1,776 $185,000
Q1 2021

Apr 28, 2021
BUY
$44.89 - $48.81 $224 - $244
5 Added 0.28%
1,770 $171,000
Q4 2020

Feb 10, 2021
BUY
$39.03 - $45.5 $68,887 - $80,307
1,765 New
1,765 $161,000

Others Institutions Holding SCHB

# of Institutions
1,161
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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