Triad Financial Advisors, Inc. Schwab Strategic Tr Us Broad M Transaction History

Triad Financial Advisors, Inc.

  • $267 Million
  • Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 4,510 shares of SCHB stock, worth $98,453. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,510
Previous 4,510 -0.0%
Holding current value
$98,453
Previous $233,000 3.86%
% of portfolio
0.08%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $189,149 - $215,623
4,510 New
4,510 $202,000
Q2 2022

Aug 11, 2022
SELL
$42.93 - $53.98 $193,614 - $243,449
-4,510 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$49.15 - $56.85 $110,833 - $128,196
2,255 Added 100.0%
4,510 $241,000
Q4 2021

May 09, 2022
BUY
$51.87 - $56.86 $116,966 - $128,219
2,255 New
2,255 $255,000

Others Institutions Holding SCHB

# of Institutions
1,264
Shares Held
423M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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