Steward Partners Investment Advisory, LLC Schwab Strategic Tr Us Broad M Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,581 shares of SCHB stock, worth $168,074. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,581
Previous 2,581 -0.0%
Holding current value
$168,074
Previous $157,000 3.18%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2024
BUY
$54.61 - $61.05 $18,021 - $20,146
330 Added 14.66%
2,581 $157,000
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $38,611 - $45,343
811 Added 56.32%
2,251 $125,000
Q3 2023

Nov 13, 2023
SELL
$49.59 - $53.57 $56,135 - $60,641
-1,132 Reduced 44.01%
1,440 $71,000
Q1 2023

May 15, 2023
BUY
$44.47 - $49.23 $22,412 - $24,811
504 Added 24.37%
2,572 $123,000
Q4 2022

Feb 15, 2023
SELL
$41.94 - $47.81 $6,836 - $7,793
-163 Reduced 7.31%
2,068 $92,000
Q3 2022

Nov 10, 2022
SELL
$41.99 - $50.63 $1,343 - $1,620
-32 Reduced 1.41%
2,231 $94,000
Q2 2022

Aug 04, 2022
BUY
$42.93 - $53.98 $815 - $1,025
19 Added 0.85%
2,263 $100,000
Q1 2022

May 02, 2022
BUY
$49.15 - $56.85 $56,768 - $65,661
1,155 Added 106.06%
2,244 $120,000
Q4 2021

Feb 08, 2022
SELL
$51.87 - $56.86 $20,592 - $22,573
-397 Reduced 26.72%
1,089 $123,000
Q3 2021

Nov 12, 2021
BUY
$51.32 - $54.83 $2,822 - $3,015
55 Added 3.84%
1,486 $154,000
Q2 2021

Aug 13, 2021
SELL
$48.92 - $52.14 $21,769 - $23,202
-445 Reduced 23.72%
1,431 $149,000
Q1 2021

May 14, 2021
BUY
$44.89 - $48.81 $43,992 - $47,833
980 Added 109.38%
1,876 $0
Q4 2020

Feb 11, 2021
BUY
$39.03 - $45.5 $18,929 - $22,067
485 Added 118.0%
896 $82,000
Q3 2020

Oct 30, 2020
BUY
$36.93 - $42.52 $1,661 - $1,913
45 Added 12.3%
411 $33,000
Q2 2020

Aug 06, 2020
SELL
$28.84 - $38.49 $721 - $962
-25 Reduced 6.39%
366 $27,000
Q1 2020

Apr 29, 2020
BUY
$26.18 - $40.44 $549 - $849
21 Added 5.68%
391 $23,000
Q2 2019

Jul 25, 2019
BUY
N/A
370 New
370 $26,000
Q4 2018

Jan 15, 2019
SELL
N/A
-77 Closed
0 $0
Q2 2018

Jul 20, 2018
BUY
N/A
43 Added 126.47%
77 $5,000
Q4 2016

Nov 22, 2017
BUY
N/A
34
34 $1,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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