A detailed history of Tfc Financial Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Tfc Financial Management holds 272 shares of SCHB stock, worth $18,014. This represents 0.0% of its overall portfolio holdings.

Number of Shares
272
Previous 503 45.92%
Holding current value
$18,014
Previous $30,000 43.33%
% of portfolio
0.0%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$57.57 - $63.3 $13,298 - $14,622
-231 Reduced 45.92%
272 $17,000
Q4 2023

Jan 25, 2024

BUY
$47.61 - $55.91 $47 - $55
1 Added 0.2%
503 $28,000
Q3 2023

Oct 23, 2023

BUY
$49.59 - $53.57 $49 - $53
1 Added 0.2%
502 $25,000
Q2 2023

Aug 07, 2023

BUY
$47.08 - $51.7 $47 - $51
1 Added 0.2%
501 $25,000
Q1 2023

May 08, 2023

BUY
$44.47 - $49.23 $44 - $49
1 Added 0.2%
500 $23,000
Q4 2022

Feb 13, 2023

SELL
$41.94 - $47.81 $11,449 - $13,052
-273 Reduced 35.36%
499 $22,000
Q1 2022

May 04, 2022

BUY
$49.15 - $56.85 $24,525 - $28,368
499 Added 182.78%
772 $41,000
Q4 2020

Feb 10, 2021

SELL
$39.03 - $45.5 $2,927 - $3,412
-75 Reduced 21.55%
273 $25,000
Q3 2020

Nov 12, 2020

BUY
$36.93 - $42.52 $12,851 - $14,796
348 New
348 $28,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


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  • Sector ETFs
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