A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 322,970 shares of SCHB stock, worth $7.4 Million. This represents 14.22% of its overall portfolio holdings.

Number of Shares
322,970
Previous 342,164 5.61%
Holding current value
$7.4 Million
Previous $21.5 Million 0.13%
% of portfolio
14.22%
Previous 15.51%

Shares

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

Oct 25, 2024

SELL
$59.93 - $66.52 $1.15 Million - $1.28 Million
-19,194 Reduced 5.61%
322,970 $21.5 Million
Q2 2024

Aug 09, 2024

BUY
$57.57 - $63.3 $916,802 - $1.01 Million
15,925 Added 4.88%
342,164 $21.5 Million
Q1 2024

Apr 22, 2024

SELL
$54.61 - $61.05 $709,383 - $793,039
-12,990 Reduced 3.83%
326,239 $19.9 Million
Q4 2023

Feb 12, 2024

BUY
$47.61 - $55.91 $1.16 Million - $1.36 Million
24,364 Added 7.74%
339,229 $18.9 Million
Q3 2023

Nov 09, 2023

SELL
$49.59 - $53.57 $199,698 - $215,726
-4,027 Reduced 1.26%
314,865 $15.7 Million
Q2 2023

Aug 10, 2023

SELL
$47.08 - $51.7 $314,541 - $345,407
-6,681 Reduced 2.05%
318,892 $16.5 Million
Q1 2023

May 10, 2023

BUY
$44.47 - $49.23 $282,251 - $312,462
6,347 Added 1.99%
325,573 $15.6 Million
Q4 2022

Feb 14, 2023

BUY
$41.94 - $47.81 $403,127 - $459,549
9,612 Added 3.1%
319,226 $14.3 Million
Q3 2022

Nov 14, 2022

BUY
$41.99 - $50.63 $10,875 - $13,113
259 Added 0.08%
309,614 $13 Million
Q2 2022

Aug 03, 2022

SELL
$42.93 - $53.98 $587,153 - $738,284
-13,677 Reduced 4.23%
309,355 $13.7 Million
Q1 2022

May 05, 2022

BUY
$49.15 - $56.85 $6.97 Million - $8.06 Million
141,790 Added 78.23%
323,032 $17.2 Million
Q4 2021

Feb 07, 2022

SELL
$51.87 - $56.86 $757,924 - $830,838
-14,612 Reduced 7.46%
181,242 $20.5 Million
Q3 2021

Nov 09, 2021

SELL
$51.32 - $54.83 $204,458 - $218,442
-3,984 Reduced 1.99%
195,854 $20.3 Million
Q2 2021

Aug 06, 2021

SELL
$48.92 - $52.14 $190,152 - $202,668
-3,887 Reduced 1.91%
199,838 $20.8 Million
Q1 2021

May 07, 2021

BUY
$44.89 - $48.81 $1.1 Million - $1.19 Million
24,441 Added 13.63%
203,725 $19.7 Million
Q4 2020

Feb 11, 2021

BUY
$39.03 - $45.5 $59,052 - $68,841
1,513 Added 0.85%
179,284 $16.3 Million
Q3 2020

Nov 09, 2020

SELL
$36.93 - $42.52 $85,899 - $98,901
-2,326 Reduced 1.29%
177,771 $14.2 Million
Q2 2020

Aug 07, 2020

SELL
$28.84 - $38.49 $380,111 - $507,298
-13,180 Reduced 6.82%
180,097 $13.2 Million
Q1 2020

Apr 21, 2020

SELL
$26.18 - $40.44 $855,326 - $1.32 Million
-32,671 Reduced 14.46%
193,277 $11.7 Million
Q4 2019

Feb 13, 2020

BUY
$34.47 - $38.58 $7.79 Million - $8.72 Million
225,948 New
225,948 $17.4 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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