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

Taylor, Cottrill, Erickson & Associates, Inc.

  • $359 Million
  • Q3 2024

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 21,778 shares of SCHB stock, worth $495,231. This represents 0.4% of its overall portfolio holdings.

Number of Shares
21,778
Previous 3,828 468.91%
Holding current value
$495,231
Previous $240,000 503.33%
% of portfolio
0.4%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,179
Shares Held
166M
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 Taylor, Cottrill, Erickson & Associates, Inc. Portfolio

Follow Taylor, Cottrill, Erickson & Associates, Inc. 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 Taylor, Cottrill, Erickson & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Taylor, Cottrill, Erickson & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email