Telos Capital Management, Inc. Schwab Strategic Tr Us Broad M Transaction History

Telos Capital Management, Inc.

  • $894 Million
  • Q1 2025

A detailed history of Telos Capital Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Telos Capital Management, Inc. holds 17,252 shares of SCHB stock, worth $396,796. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,252
Previous 21,963 21.45%
Holding current value
$396,796
Previous $498,000 25.5%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Apr 30, 2025
SELL
$21.23 - $23.75 $100,014 - $111,886
-4,711 Reduced 21.45%
17,252 $371,000
Q4 2024

Jan 27, 2025
BUY
$22.01 - $66.82 $348,594 - $1.06 Million
15,838 Added 258.58%
21,963 $498,000
Q3 2024

Oct 21, 2024
BUY
$59.93 - $66.52 $2,337 - $2,594
39 Added 0.64%
6,125 $407,000
Q2 2024

Jul 31, 2024
BUY
$57.57 - $63.3 $350,371 - $385,243
6,086 New
6,086 $382,000

Others Institutions Holding SCHB

# of Institutions
1,295
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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