Stonegate Investment Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Stonegate Investment Group, LLC

  • $3.67 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$57.57 - $63.3 $31,202 - $34,308
-542 Reduced 5.58%
9,170 $576,000
Q1 2024

Apr 22, 2024
SELL
$54.61 - $61.05 $16,109 - $18,009
-295 Reduced 2.95%
9,712 $592,000
Q4 2023

Jan 23, 2024
SELL
$47.61 - $55.91 $12,711 - $14,927
-267 Reduced 2.6%
10,007 $557,000
Q3 2023

Oct 24, 2023
SELL
$49.59 - $53.57 $4,859 - $5,249
-98 Reduced 0.94%
10,274 $512,000
Q2 2023

Jul 26, 2023
SELL
$47.08 - $51.7 $30,413 - $33,398
-646 Reduced 5.86%
10,372 $536,000
Q1 2023

Apr 20, 2023
SELL
$44.47 - $49.23 $53,186 - $58,879
-1,196 Reduced 9.79%
11,018 $527,000
Q4 2022

Jan 24, 2023
SELL
$41.94 - $47.81 $36,655 - $41,785
-874 Reduced 6.68%
12,214 $0
Q3 2022

Oct 28, 2022
SELL
$41.99 - $50.63 $14,192 - $17,112
-338 Reduced 2.52%
13,088 $550,000
Q2 2022

Aug 09, 2022
BUY
$42.93 - $53.98 $5,409 - $6,801
126 Added 0.95%
13,426 $593,000
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $324,783 - $375,664
6,608 Added 98.74%
13,300 $710,000
Q4 2021

Feb 11, 2022
BUY
$51.87 - $56.86 $347,114 - $380,507
6,692 New
6,692 $756,000

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 Stonegate Investment Group, LLC Portfolio

Follow Stonegate Investment Group, 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 Stonegate Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonegate Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email