Tower View Investment Management & Research LLC Schwab Strategic Tr Us Broad M Transaction History

Tower View Investment Management & Research LLC

$166 Million
Q1 2025

A detailed history of Tower View Investment Management & Research LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Tower View Investment Management & Research LLC holds 310 shares of SCHB stock, worth $6,618. This represents 0.0% of its overall portfolio holdings.

Number of Shares

310

Holding current value

$6,618

% of portfolio

0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$21.23 - $23.75 $6,581 - $7,362	310 New	310 $6,000
Q1 2023 May 15, 2023	BUY	$44.47 - $49.23 $88 - $98	2 Added 0.35%	570 $27,000
Q4 2022 Feb 13, 2023	BUY	$41.94 - $47.81 $125 - $143	3 Added 0.53%	568 $25,000
Q3 2022 Nov 15, 2022	BUY	$41.99 - $50.63 $83 - $101	2 Added 0.36%	565 $24,000
Q2 2022 Aug 08, 2022	SELL	$42.93 - $53.98 $5,280 - $6,639	-123 Reduced 17.93%	563 $25,000
Q1 2022 May 13, 2022	BUY	$49.15 - $56.85 $16,907 - $19,556	344 Added 100.58%	686 $37,000
Q4 2021 Feb 03, 2022	BUY	$51.87 - $56.86 $51 - $56	1 Added 0.29%	342 $39,000
Q3 2021 Nov 08, 2021	BUY	$51.32 - $54.83 $51 - $54	1 Added 0.29%	341 $35,000
Q2 2021 Jul 28, 2021	BUY	$48.92 - $52.14 $48 - $52	1 Added 0.29%	340 $35,000
Q1 2021 Apr 23, 2021	BUY	$44.89 - $48.81 $44 - $48	1 Added 0.3%	339 $33,000
Q4 2020 Jan 26, 2021	BUY	$39.03 - $45.5 $78 - $91	2 Added 0.6%	338 $31,000
Q3 2020 Oct 19, 2020	BUY	$36.93 - $42.52 $73 - $85	2 Added 0.6%	336 $27,000
Q2 2020 Aug 03, 2020	SELL	$28.84 - $38.49 $2,797 - $3,733	-97 Reduced 22.51%	334 $25,000
Q4 2019 Jan 13, 2020	BUY	$34.47 - $38.58 $172 - $192	5 Added 1.17%	431 $33,000
Q3 2019 Oct 09, 2019	BUY	$35.32 - $36.13 $70 - $72	2 Added 0.47%	426 $30,000
Q1 2019 Apr 16, 2019	BUY	N/A	2 Added 0.47%	424 $29,000
Q4 2018 Jan 04, 2019	BUY	N/A	4 Added 0.96%	422 $25,000
Q3 2018 Oct 12, 2018	BUY	N/A	2 Added 0.48%	418 $29,000
Q1 2018 Apr 10, 2018	BUY	N/A	1 Added 0.24%	416 $27,000
Q4 2017 Jan 24, 2018	BUY	N/A	415	415 $27,000

Others Institutions Holding SCHB

# of Institutions

1,275

Shares Held

479M

Call Options Held

365K

Put Options Held

32.6K

View Full List

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 Tower View Investment Management & Research LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tower View Investment Management & Research LLC with notifications on news.

Account

Tower View Investment Management & Research LLC Schwab Strategic Tr Us Broad M Transaction History