A detailed history of Total Investment Management Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Total Investment Management Inc holds 7,875 shares of SCHB stock, worth $503,448. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,875
Previous 7,859 0.2%
Holding current value
$503,448
Previous $437,000 9.84%
% of portfolio
0.06%
Previous 0.06%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

BUY
$54.61 - $61.05 $873 - $976
16 Added 0.2%
7,875 $480,000
Q4 2023

Feb 02, 2024

SELL
$47.61 - $55.91 $97,029 - $113,944
-2,038 Reduced 20.59%
7,859 $437,000
Q3 2023

Oct 24, 2023

BUY
$49.59 - $53.57 $3,719 - $4,017
75 Added 0.76%
9,897 $493,000
Q2 2023

Jul 06, 2023

BUY
$47.08 - $51.7 $894 - $982
19 Added 0.19%
9,822 $507,000
Q1 2023

May 15, 2023

SELL
$44.47 - $49.23 $54,564 - $60,405
-1,227 Reduced 11.12%
9,803 $469,000
Q4 2022

Feb 01, 2023

SELL
$43.88 - $47.81 $8,688 - $9,466
-198 Reduced 1.76%
11,030 $494,000
Q3 2022

Oct 13, 2022

SELL
N/A
-543 Reduced 4.61%
11,228 $471,000
Q2 2022

Aug 11, 2022

SELL
N/A
-3,636 Reduced 23.6%
11,771 $520,000
Q1 2022

May 02, 2022

BUY
N/A
7,714 Added 100.27%
15,407 $823,000
Q4 2021

Jan 31, 2022

SELL
N/A
-957 Reduced 11.06%
7,693 $0
Q3 2021

Nov 04, 2021

SELL
N/A
-495,473 Reduced 98.28%
8,650 $898,000
Q2 2021

Aug 06, 2021

SELL
N/A
-239,823 Reduced 32.24%
504,123 $52.6 Million
Q1 2021

Apr 26, 2021

BUY
N/A
220,339 Added 42.08%
743,946 $45 Million
Q4 2020

Jan 12, 2021

BUY
N/A
492,543 Added 1585.57%
523,607 $47.6 Million
Q3 2020

Nov 02, 2020

SELL
N/A
-695,806 Reduced 95.73%
31,064 $2.43 Million
Q2 2020

Jul 29, 2020

SELL
N/A
-17,076 Reduced 2.3%
726,870 $53.4 Million
Q1 2020

Apr 23, 2020

SELL
N/A
-24,168 Reduced 3.15%
743,946 $45 Million
Q4 2019

Feb 11, 2020

SELL
N/A
-27,839 Reduced 3.5%
768,114 $59.1 Million
Q3 2019

Oct 28, 2019

SELL
N/A
-2,974 Reduced 0.37%
795,953 $56.5 Million
Q2 2019

Aug 07, 2019

BUY
N/A
779,811 Added 4079.36%
798,927 $55.2 Million
Q1 2019

May 16, 2019

BUY
N/A
12,731 Added 199.39%
19,116 $1.29 Million
Q4 2018

Feb 08, 2019

SELL
N/A
-806,238 Reduced 99.21%
6,385 $419,000
Q3 2018

Nov 14, 2018

BUY
N/A
587 Added 0.07%
812,623 $57.2 Million
Q2 2018

Jul 16, 2018

BUY
N/A
7,182 Added 0.89%
812,036 $53.6 Million
Q1 2018

May 10, 2018

BUY
N/A
6,218 Added 0.78%
804,854 $51.3 Million
Q4 2017

Feb 13, 2018

SELL
N/A
-7,438 Reduced 0.92%
798,636 $51.5 Million
Q3 2017

Oct 30, 2017

BUY
N/A
806,074
806,074 $49.1 Million

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


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