Tci Wealth Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Tci Wealth Advisors, Inc.

$1.01 Billion
Q2 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$44.47 - $49.23 $41,268 - $45,685	-928 Reduced 55.17%	754 $36,000
Q4 2022 Feb 06, 2023	BUY	$41.94 - $47.81 $52,760 - $60,144	1,258 Added 296.7%	1,682 $75,000
Q3 2022 Nov 08, 2022	SELL	$41.99 - $50.63 $41 - $50	-1 Reduced 0.24%	424 $18,000
Q2 2022 Jul 19, 2022	SELL	$42.93 - $53.98 $171 - $215	-4 Reduced 0.93%	425 $19,000
Q1 2022 Apr 29, 2022	BUY	$49.15 - $56.85 $10,321 - $11,938	210 Added 95.89%	429 $23,000
Q4 2021 Jan 24, 2022	SELL	$51.87 - $56.86 $259 - $284	-5 Reduced 2.23%	219 $25,000
Q1 2021 Apr 29, 2021	SELL	$44.89 - $48.81 $17,192 - $18,694	-383 Reduced 63.1%	224 $22,000
Q3 2020 Oct 20, 2020	SELL	$36.93 - $42.52 $51,517 - $59,315	-1,395 Reduced 69.68%	607 $48,000
Q1 2020 Apr 14, 2020	SELL	$26.18 - $40.44 $2,068 - $3,194	-79 Reduced 3.8%	2,002 $121,000
Q4 2019 Jan 27, 2020	BUY	$34.47 - $38.58 $4,446 - $4,976	129 Added 6.61%	2,081 $160,000
Q2 2019 Jul 23, 2019	SELL	N/A	-44 Reduced 2.2%	1,952 $138,000
Q1 2019 Apr 11, 2019	SELL	N/A	-4,352 Reduced 68.56%	1,996 $136,000
Q4 2018 Jan 17, 2019	BUY	N/A	1,540 Added 32.03%	6,348 $380,000
Q3 2018 Nov 02, 2018	BUY	N/A	12 Added 0.25%	4,808 $338,000
Q1 2018 Apr 30, 2018	BUY	N/A	202 Added 4.4%	4,796 $306,000
Q4 2017 Feb 01, 2018	BUY	N/A	63 Added 1.39%	4,594 $296,000
Q3 2017 Oct 24, 2017	SELL	N/A	-6 Reduced 0.13%	4,531 $276,000
Q2 2017 Aug 10, 2017	BUY	N/A	4,537	4,537 $265,000

Others Institutions Holding SCHB

# of Institutions

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.