Taylor, Cottrill, Erickson & Associates, Inc. Schwab Strategic Tr Us Broad M Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

  • $278 Million
  • Q1 2025

A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 104,668 shares of SCHB stock, worth $2.23 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
104,668
Previous 85,361 22.62%
Holding current value
$2.23 Million
Previous $1.94 Million 16.31%
% of portfolio
0.81%
Previous 0.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$21.23 - $23.75 $409,887 - $458,541
19,307 Added 22.62%
104,668 $2.25 Million
Q4 2024

Feb 10, 2025
BUY
$22.01 - $66.82 $1.4 Million - $4.25 Million
63,583 Added 291.96%
85,361 $1.94 Million
Q3 2024

Nov 04, 2024
BUY
$59.93 - $66.52 $1.08 Million - $1.19 Million
17,950 Added 468.91%
21,778 $1.45 Million
Q2 2024

Jul 30, 2024
BUY
$57.57 - $63.3 $220,377 - $242,312
3,828 New
3,828 $240,000

Others Institutions Holding SCHB

# of Institutions
1,270
Shares Held
478M
Call Options Held
365K
Put Options Held
32.6K
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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