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

Strategic Financial Planning, Inc.

  • $134 Million
  • Q1 2024

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 326,239 shares of SCHB stock, worth $20.8 Million. This represents 14.9% of its overall portfolio holdings.

Number of Shares
326,239
Previous 339,229 3.83%
Holding current value
$20.8 Million
Previous $18.9 Million 5.46%
% of portfolio
14.9%
Previous 14.76%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$43.88 - $47.81 $421,774 - $459,549
9,612 Added 3.1%
319,226 $14.3 Million
Q3 2022

Nov 14, 2022
BUY
N/A
259 Added 0.08%
309,614 $13 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-13,677 Reduced 4.23%
309,355 $13.7 Million
Q1 2022

May 05, 2022
BUY
N/A
141,790 Added 78.23%
323,032 $17.2 Million
Q4 2021

Feb 07, 2022
SELL
N/A
-14,612 Reduced 7.46%
181,242 $20.5 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-3,984 Reduced 1.99%
195,854 $20.3 Million
Q2 2021

Aug 06, 2021
SELL
N/A
-3,887 Reduced 1.91%
199,838 $20.8 Million
Q1 2021

May 07, 2021
BUY
N/A
24,441 Added 13.63%
203,725 $19.7 Million
Q4 2020

Feb 11, 2021
BUY
N/A
1,513 Added 0.85%
179,284 $16.3 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-2,326 Reduced 1.29%
177,771 $14.2 Million
Q2 2020

Aug 07, 2020
SELL
N/A
-13,180 Reduced 6.82%
180,097 $13.2 Million
Q1 2020

Apr 21, 2020
SELL
N/A
-32,671 Reduced 14.46%
193,277 $11.7 Million
Q4 2019

Feb 13, 2020
BUY
N/A
225,948 New
225,948 $17.4 Million

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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